Loan Associate - Structured Lending Operations

Reposted 4 Days Ago
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Charlotte, NC
In-Office
Junior
Fintech • Payments • Financial Services
The Role
The Loan Associate manages loan facilities, oversees loan analysts, and ensures effective client service and operational excellence in lending activities.
Summary Generated by Built In

About ATLAS SP

ATLAS SP Partners is a global investment firm that seeks to provide stable funding and capital markets services to companies seeking innovative and bespoke structured credit and asset-backed finance solutions. ATLAS SP’s tenured experts work with clients to determine the best approach to optimize their capital and achieve their goals, across a broad range of capabilities. Our integrated platform encompasses a holistic suite of capabilities, including asset/portfolio advisory solutions, warehouse/acquisition financing solutions, whole loan purchase/sale and securitization/distribution.

Our Culture

ATLAS SP is “one team” where everyone makes an impact – we grow together, win together, and embrace change together. From advancing the markets to supporting our communities, everything we do serves to make a difference. Our people are industry leaders with a passion for client service, complex problem solving, and innovation. We provide our talent with the pathways to grow professionally and personally in a collaborative and inclusive environment. We’re 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 driven and detail-oriented professional to join our Structured Lending Operations team. This individual will oversee the execution, booking, and full lifecycle management of loan facilities and asset-based loans globally. The role requires direct oversight of loan analysts, active management of client relationships, and responsibility for ensuring operational excellence in daily lending activity.

The successful candidate will be the primary point of contact for clients on day-to-day matters—including draw requests, paydowns, notices, and general servicing inquiries—while managing facilities within ACBS (CLS) and partnering cross-functionally to drive innovation, enhance controls, and streamline processes.

Primary Responsibilities

  • Team Leadership & Oversight
    • Supervise and provide guidance to loan analysts, ensuring accuracy, timeliness, and adherence to procedures.
    • Coach and develop analysts to strengthen team capabilities and performance.
  • Client Relationship Management
    • Act as the primary operational contact for clients, managing daily interactions including draw requests, paydowns, notices, and servicing inquiries.
    • Build and maintain strong client relationships, delivering best-in-class service.
  • Operational Execution
    • Manage the execution, booking, and servicing of credit agreements, amendments, and loan facilities.
    • Oversee cash processing, reconciliations, and control reporting.
    • Ensure accurate processing and reporting of transactions within ACBS (CLS).
  • Controls & Risk Management
    • Establish and maintain a strong control environment, including account ownership, reconciliations, and monitoring of key control metrics.
    • Partner with internal stakeholders to identify and mitigate operational risks.
  • Process Innovation
    • Lead initiatives to improve efficiency, streamline workflows, and enhance system utilization.
    • Proactively contribute to building a collaborative, solutions-oriented culture within the department.

Required Qualifications & Experience

  • Bachelor’s degree in finance, Accounting, Business Administration, or related field.
  • 2–5 years of experience in financial servicing or loan operations.
  • Strong leadership and team management skills.
  • Excellent problem-solving, analytical, and interpersonal abilities.
  • Strong written and verbal communication skills, with the ability to engage effectively with clients and colleagues at all levels.
  • Demonstrated ability to work collaboratively and manage multiple priorities in a fast-paced environment.

Preferred Qualifications & Experience

  • Proven experience in the financial services industry, preferably within loan servicing or structured finance operations.
  • Knowledge of ACBS (CLS) or similar loan/lending platforms (LIQ, AFS) strongly preferred.
  • Proficiency in Excel and PowerPoint.

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.

Top Skills

Acbs
Cls
Excel
PowerPoint
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The Company
New York, , NY
271 Employees

What We Do

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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