Junior Collateral Asset Manager
ATR International
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San Francisco, CA
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Associate
Posted March 17, 2026
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Responsibilities
Commitments
Responsibilities
- About the Opportunity: This role is an excellent opportunity for candidates to support Collateral Services’ risk management activities through data analysis, field review support, loan documentation review, and operational workflow management.
- Support all Collateral Services functions, including field review preparation, reconciliation, and reporting.
- Manage quarterly pricing for reviewed loans; audit results for accuracy and prepare collateral margin reports.
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- Oversee mortgage collateral delivery from member institutions; review legal documents for compliance and coordinate corrections.
- Coordinate and reconcile blanket lien summary data files for sampling and regulatory reporting.
- Conduct residential mortgage collateral reviews and prepare summary reports for management and member institutions.
- Maintain department controls, databases, and operational reports.
- 7.
- Coordinate execution of legal agreements with members, Legal, and external parties.
- 8.
- Serve as the department records coordinator and primary contact for internal teams and external auditors.
- 9.
- Perform ad hoc duties as needed.
Commitments
2.
3.
Perform ad hoc duties as needed.
6.
Ability to work independently and collaboratively; maintains professionalism and judgment.
7.
Willingness to travel up to 25%, including occasional overnight travel and local travel to member banks within approximately 50 miles of the contractor’s home base.
8.
Ability to lift, carry, and transport suitcases and equipment weighing 40+ pounds during field assignments.
9.
Not Met Priorities
What still needs stronger evidence
Requirements
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- 2+ years of experience in residential mortgage or commercial real estate lending, underwriting, servicing, or secondary market transactions.
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- Experience reviewing real estate legal documents (e.g., notes, deeds of trust, title policies, assignments, mortgage insurance).
- 4.
- Strong analytical skills and attention to detail; ability to interpret large volumes of documentation.
- 5.
- Excellent communication, customer service, and organizational skills.
- 6.
- Ability to work independently and collaboratively; maintains professionalism and judgment.
- Willingness to travel up to 25%, including occasional overnight travel and local travel to member banks within approximately 50 miles of the contractor’s home base.
- 8.
- Ability to lift, carry, and transport suitcases and equipment weighing 40+ pounds during field assignments.
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- Advanced Microsoft Office skills (primarily Excel and Word, PowerPoint, Outlook).
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- Residential or Commercial underwriting.
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- Ability to review and interpret real estate legal documents.
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- Attention to detail and accuracy.
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- Must be professional with good customer service skills.
- SQL.
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- Power Bi.
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- Loan Due Diligence and Packaging, and or Loan Sale Experience
Preferred Skills
- Preferred: Salesforce, SharePoint, Oracle, Power BI, SQL, data/reporting tools.
- SQL.
- 2.
- Power Bi.
- Loan Due Diligence and Packaging, and or Loan Sale Experience
Education
- (Not required) – 2.
- (Not required) – Bachelor’s degree in finance, business, or related field preferred.
- (Not required) – 2.
About the Opportunity: This role is an excellent opportunity for candidates to support Collateral Services’ risk management activities through data analysis, field review support, loan documentation review, and operational workflow management. Primary Responsibilities 1. Support all Collateral Services functions, including field review preparation, reconciliation, and reporting. 2. Manage quarterly pricing for reviewed loans; audit results for accuracy and prepare collateral margin reports. 3. Oversee mortgage collateral delivery from member institutions; review legal documents for compliance and coordinate corrections. 4. Coordinate and reconcile blanket lien summary data files for sampling and regulatory reporting. 5. Conduct residential mortgage collateral reviews and prepare summary reports for management and member institutions. 6. Maintain department controls, databases, and operational reports. 7. Coordinate execution of legal agreements with members, Legal, and external parties. 8. Serve as the department records coordinator and primary contact for internal teams and external auditors. 9. Perform ad hoc duties as needed. Qualifications 1. Bachelor’s degree in finance, business, or related field preferred. 2. 2+ years of experience in residential mortgage or commercial real estate lending, underwriting, servicing, or secondary market transactions. 3. Experience reviewing real estate legal documents (e.g., notes, deeds of trust, title policies, assignments, mortgage insurance). 4. Strong analytical skills and attention to detail; ability to interpret large volumes of documentation. 5. Excellent communication, customer service, and organizational skills. 6. Ability to work independently and collaboratively; maintains professionalism and judgment. 7. Willingness to travel up to 25%, including occasional overnight travel and local travel to member banks within approximately 50 miles of the contractor’s home base. 8. Ability to lift, carry, and transport suitcases and equipment weighing 40+ pounds during field assignments. 9. Advanced Microsoft Office skills (primarily Excel and Word, PowerPoint, Outlook). 10. Preferred: Salesforce, SharePoint, Oracle, Power BI, SQL, data/reporting tools. Must‑Have Qualifications 1. Residential or Commercial underwriting. 2. Ability to review and interpret real estate legal documents. 3. Attention to detail and accuracy. 4. Strong communication. Must be professional with good customer service skills. Nice‑to‑Have Qualifications 1. SQL. 2. Power Bi. 3. Loan Due Diligence and Packaging, and or Loan Sale Experience