Finance & Loan Portfolio Operations Manager

Job Description

Job Description

Finance & Loan Portfolio Operations Manager – Private Credit

Location: Atlanta, GA  Job Type: W2 | Hybrid (Work in office in Cumming, GA or Marietta, GA 2 days/week)  Compensation: $70,000–$100,000 (Depending on Experience) |401K| PTO

Ready to Make an Impact?

We are a private real estate lending company focused on business-purpose real estate loans, including bridge loans, fix-and-flip loans, commercial real estate loans, and investor loans. Our platform originates and manages business-purpose real estate loans across Georgia while maintaining a strong emphasis on speed, disciplined underwriting, and capital velocity.

Our mission is simple: Deliver accurate, timely, and reliable accounting, reporting, loan operations support, investor reporting, and portfolio-level financial analysis to support the company's growth and operational excellence.

Why Join Our Team?

We're not your average private lending company. Here, you'll play a critical role in the financial operations of a growing private credit platform.

Impactful Work: Own key financial processes that directly support management's ability to make informed business decisions.

Growth Opportunities: This role offers significant career progression. For the right candidate, responsibilities can expand over time with the potential to grow into a senior finance leadership position.

Top-Tier Training: Training will be provided on private lending, loan servicing, and the company's internal processes.

Supportive Culture: Work directly with ownership in a small, fast-moving company where ownership, accountability, and reliability are highly valued.

What You'll Do

As the Finance & Loan Portfolio Operations Manager , you'll be responsible for ensuring the company's accounting records, loan servicing system, investor reporting, cash activity, and management reporting remain accurate, current, and reliable.

• Own the company's day-to-day accounting function and maintain accurate financial records across the loan portfolio and operating entities.
• Manage loan portfolio accounting, reconciliations, investor reporting, cash management support, and financial reporting.
• Prepare recurring management reports, analyze portfolio performance, profitability, liquidity, pricing, and risk, and provide leadership with reliable financial information.
• Improve accounting processes, reporting systems, internal controls, reconciliations, and financial visibility across the organization.
• Utilize accounting systems, loan management systems, Excel, and financial reporting tools to maintain accurate financial and loan data.

Who You Are

• You take ownership and operate independently with limited supervision.
• You communicate clearly and proactively.
• You identify problems early and provide solutions.
• You thrive in a small, fast-moving environment where reliability and accountability are essential.
• You are dependable, organized, analytical, proactive, and committed to maintaining high standards for accuracy and timeliness. 

Required Qualifications

• Work in the office (Cumming GA or Marietta GA) 2 days/ week.
• Bachelor’s degree in Accounting, Finance, or related field.
• Strong accounting knowledge, including reconciliations, journal entries, accruals, month-end close, and financial reporting.
• Strong Excel and financial reporting skills.
• Ability to reconcile data across multiple systems.
• Strong attention to detail and ability to manage recurring processes independently.
• Ability to communicate clearly with management, vendors, borrowers, investors, and internal team members.
• Ability to work in a small, fast-moving company where ownership and reliability are critical.

Preferred Qualifications

• CPA, MBA, or advanced accounting / finance background preferred but not necessary
• Experience in private lending, mortgage lending, loan servicing, real estate finance, banking, or commercial lending preferred, but not necessary.
• Experience with investor reporting, loan accounting, warehouse lines, lines of credit, or portfolio reporting preferred.
• Experience building dashboards, management reports, profitability analysis, or KPI reporting preferred.
• Experience improving accounting processes, reporting systems, and financial controls preferred.

Make a Difference

This is more than a job—it's an opportunity to build a career in one of the fastest-growing areas of finance while helping support a successful private real estate lending platform.

Whether you're an experienced accounting professional seeking greater flexibility or an ambitious finance graduate looking to accelerate your career in private credit, we'd love to hear from you.

Apply today and take the next step in your career.