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ATLAS SP Partners
CRE Warehouse Analyst
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Based on North Carolina data
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What they do
An Investment Operations Analyst provides data analysis and support for operations at an investment bank or investment management firm. Assists with developing systems that support more efficient operations, and assists with processing financial transactions. May provide research and analysis to assist fund managers, brokers or investment staff, including financial modeling.
$98,233 / year median in North Carolina
+20% projected growth
Job Description
CRE Warehouse Analyst
ATLAS SP
Partners Charlotte, NC Job Details 14 hours ago Qualifications Data visualization software proficiency Business intelligence tools Cross-functional collaboration Financial data analysis tools Excel data analysis Full Job Description AboutATLAS SP
PartnersATLAS SP
Partners is a global investment firm providing stable funding, financing, advisory and institutional products to market participants seeking innovative and bespoke structured credit and asset-backed solutions. Our experienced team works closely with clients to determine optimal approaches for capital optimization and goal achievement, leveraging a holistic suite of integrated capabilities - including asset and portfolio advisory, warehouse and acquisition financing, whole loan purchase and sale, and securitization and distribution. ATLAS is proud to build upon a legacy of client excellence, distinguished by certainty of execution, deep expertise, and comprehensive service across the asset management landscape. Our Culture ATLAS operates as "one team" where every individual makes an impact. We grow together, win together, and embrace change as a unified organization. Our commitment extends beyond advancing markets, and we strive to make a meaningful difference in our communities and for our clients. Our people are industry leaders, driven by a passion for client service, complex problem solving, and innovation. We foster professional and personal growth in a collaborative, inclusive environment, and are proud to build upon a legacy of excellence anchored in deep expertise and client service across the asset management landscape. Position OverviewATLAS SP
is seeking a CRE Warehouse Analyst who will be responsible for supporting the Lending and Transformation Warehouse Operations business by maintaining accurate facility, loan, asset, and transaction data and assisting with related funding, payoff/paydown, servicing, fee, and reporting activities. The role helps reconcile information, track exceptions, support operational controls, and contribute to process improvements across the CRE warehouse platform.Primary Responsibilities The CRE Warehouse Analyst:
Supports the day-to-day management of facility, loan, asset, and transaction data. Reviews and reconciles funding, payoff/paydown, servicing, fee, and supporting documentation Tracks exceptions and provide accurate status reporting Establishes controls, contributes to process improvements, and provides coverage across the CRE warehouse team Establishes & maintains effective client relationships. Deliver world class operational services Gains exposure across multiple asset classes within the Residential/CRE Warehouse landscape Proactively participates in developing and maintaining a strong culture of collaboration and teamwork across the department Required Qualification and Experience Bachelor's degree in Finance, Accounting, Business, Economics, or a related discipline; relevant equivalent experience may be considered. 1-3 years of experience in financial services operations, commercial real estate, warehouse lending, loan servicing, asset management, or a related field; strong entry-level candidates may also be considered. Strong Excel and data-reconciliation skills, with experience working across operational systems, reporting tools, and large data sets; VBA, SQL, Tableau, or Power BI experience is a plus. Detail-oriented, organized, and dependable, with clear communication skills, sound judgment, and the ability to manage deadlines and collaborate across teams. N/A The base salary range for this position is listed above. This position is also eligible for a discretionary annual bonus based on personal, team, and Firm performance. Compensation ranges are based on several factors including job function, level, and geographic location. Final offer amounts are determined by multiple factors including candidate experience and expertise and may vary from the amounts listed here.ATLAS SP
is an equal opportunity employer. The firm and its affiliates do not discriminate in employment because of race, color, religion, gender, national origin, veteran status, disability, age, citizenship, marital or domestic/civil partnership status, sexual orientation, gender identity or expression or because of any other criteria prohibited under controlling federal, state or local law.Benefits
- Dental Insurance