CRE Warehouse Analyst

ATLAS SPATLAS SPCharlotte, North Carolina, United States | Raleigh, North Carolina, United States
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Posted

9/12/2026

Employment

Full time

Range

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Work style

On-site

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Core responsibilities

The CRE Warehouse Analyst supports the lending and transformation warehouse operations by managing facility, loan, and transaction data. They are responsible for reconciling funding and servicing activities, tracking exceptions, and contributing to process improvements.

Requirements overview

Candidates must have a bachelor's degree in Finance, Accounting, Business, or Economics. 1–3 years of experience in financial services operations or a related field is required, along with strong Excel and data-reconciliation skills.

Key skills

Financial services operationsCommercial real estateWarehouse lendingLoan servicingAsset managementData reconciliationExcelReporting toolsVBASQLTableauPower BIOperational controlsClient relationship managementProcess improvement

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Education requirements

bachelor degree

About ATLAS SP

Industry

Financial Services

Employees

411

Type

Privately Held

Size

201-500 employees

ATLAS SP Partners is a global investment firm providing tailored solutions, industry expertise and execution certainty on asset-backed financing and capital markets activities that fuel business innovation and growth. We offer a suite of flexible solutions across asset-backed warehouse financing, forward flow and asset purchase, and capital markets and distribution services. Companies of all maturities, from early-stage growth to large public companies, operating across real estate, corporate and consumer financing turn to ATLAS SP Partners for capital and advisory solutions. To learn more, please visit www.atlas-sp.com.

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Job categories

Finance & AccountingData & AnalyticsManagement & Leadership

Description

About ATLAS SP Partners ATLAS 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 Overview ATLAS 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.

Requirements

  • Financial services operations
  • Commercial real estate
  • Warehouse lending
  • Loan servicing
  • Asset management
  • Data reconciliation
  • Excel
  • Reporting tools
  • VBA
  • SQL
  • Tableau
  • Power BI
  • Operational controls
  • Client relationship management
  • Process improvement

Benefits

  • Discretionary annual bonus

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