Loan Ops Specialist
Peachtree Group
Manage loan cash movements, analysis, servicing, and reporting.
3 days ago ago
Intermediate (4-7 years), Junior (1-3 years), Experienced (8-12 years)
Full Time
Atlanta, GA
Office Full-Time
Company Size
100 Employees
Service Specialisms
Construction services
Property Development
Project Management
Consulting
Design
Sector Specialisms
Casualty
Energy
Environmental
Inland Marine
Marine
Professional Liability
Property
Role
What you would be doing
loan servicing
data reporting
loan onboarding
cash reconciliation
fund transfers
return analysis
- Work to improve existing loan servicing, asset management, and loan operations processes.
- Develop loan reporting data including payment histories, escrow analyses, and other reporting needs.
- Work with borrowers to interpret loan information, provide reporting data, and foster a customer-friendly experience.
- Review and facilitate the onboarding of new loans, both originated by Stonehill or acquired.
- Collaborate with accounting teams to transfer funds, resolve payment issues, and ensure accurate reconciliation of cash movements.
- Work with loan participants and senior lenders for regular reporting, one-off analyses, and payments.
- Analyze loan data to make informed decisions and coordinate internally with borrowers, loan participants, lenders, and with our external servicing group.
- Lead loan operations related to cash movement, leverage payments, and fund transfers, ensuring funds are properly reconciled, moved up the structure, and ready for timely distribution.
- Perform ad-hoc reviews of loan documents to ensure compliance with loan covenants and restrictions.
- Coordinate and create real and prospective loan return analyses to be used to make informed investment decisions and to calculate realized investment returns.
What you bring
loan operations
excel
financial modeling
bachelor's
analytical
process improvement
- High level of integrity and professionalism when handling sensitive financial information.
- 2–5 years of experience in loan operations, loan servicing, fund accounting, or real estate finance, preferably within a commercial real estate or private credit environment.
- Proactive approach to identifying process improvements and implementing operational efficiencies.
- Experience managing cash movement and payment processes, including reconciliation and coordination with internal accounting teams and external lenders or servicers.
- Strong written and verbal communication skills with the ability to collaborate across teams and with external partners.
- Excellent analytical, organizational, and problem-solving skills with strong attention to detail and accuracy.
- Proficiency with financial systems, loan servicing software, and Microsoft Excel (advanced functions, pivot tables, and financial modeling).
- Bachelor’s degree in Finance, Accounting, Business Administration, Real Estate, or a related field required; advanced degree or relevant certification.
- Ability to manage multiple priorities, meet deadlines, and work effectively in a fast-paced environment.
- Strong understanding of loan structures, cash flow waterfalls, leverage facilities, and fund distributions.
Information not given or found
Training + DevelopmentInformation not given or found
Interview process
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Visa SponsorshipInformation not given or found
Security clearanceInformation not given or found
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Company
Overview
2008
Year Established
The company was founded in 2008, marking the beginning of its journey in real estate investment and development.
- Specializes in both commercial and residential real estate, focusing on value creation and long-term asset growth.
- Known for its hands-on approach to property management, development, and strategic investment.
- Strong presence in real estate markets across the U.S., successfully managing numerous large-scale projects.
- Portfolio spans various sectors, including multifamily, hospitality, office, and mixed-use developments.
- Prides itself on identifying opportunities in underperforming assets and repositioning them for value appreciation.
- Leadership team brings decades of experience in real estate, finance, and operations, driving continued growth and success.
- Investment strategy combines deep market insights, creative problem solving, and operational expertise.
- One Vision | One Peachtree
- Agile: "We deliver innovative strategies while executing with speed and efficiency. We embrace change and capitalize on opportunities."
- Authentic: "We foster trust and credibility with stakeholders through a commitment to transparency and diversity of thought. We are better together."
- Accountable: "We understand our fiduciary duty, take responsibility for our actions, and own the impact of our decisions. We empower our team to lead with integrity and listen with intent."
$1.0B+ Financing
CPACE milestones
Cumulative commitment to CPACE financing reached over $1.0 billion by late-2024, marking significant progress in supporting sustainable projects.
22 Transactions
2024 achievements
Completed 22 CPACE transactions in 2024 alone, reflecting strong momentum in financing sustainable infrastructure.
$1.0B-$1.25B Commitments
CPACE growth
Built cumulative CPACE commitments ranging from $1.0 billion to $1.25 billion, showcasing sustained investment in energy efficiency and renewable energy.
- CPACE investments support energy-efficient upgrades, renewable energy installations, water conservation
- Ranked among U.S. leaders in CPACE lending, offering long-term fixed-rate financing that lowers project cost of capital
- No explicit net-zero target stated publicly
2022
Vice President Appointment
A Vice President of People and Culture was appointed to advance inclusion and diversity efforts.
- High team‑member engagement noted by leadership
- Indeed review: “Very people first mentality.”
- Leadership initiative to enhance talent recruitment, development, retention
- No gender‑specific statistics or numeric breakdowns publicly disclosed
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