Whole Loan Accountant

 Greenwich, CT (4 days onsite)

 $100,000 – $140,000

 Full-Time | Permanent | Immediate Need

Why This Role?

A newly created position supporting the spin-off of a high-growth investment platform—this is the first finance hire on the client side and a key player in building out foundational processes, controls, and integrations. Ideal for someone who thrives in fast-paced, early-stage environments and wants to shape how things are done from the ground up.

Role Summary

The Whole Loan Accountant will oversee all aspects of loan transaction accounting and operational reporting, collaborating with third-party servicers and internal teams to ensure data accuracy, compliance, and seamless integration into the broader platform. This is a hands-on role with both strategic visibility and critical execution responsibilities.

Key Responsibilities

Loan & Operational Accounting

• Record and track loan purchases, sales, remittances, and lifecycle events
• Reconcile activity with servicers, custodians, and investment managers on a monthly basis
• Assist in onboarding of new clients, servicers, and custodians onto proprietary platform
• Partner with client-side accounting and ops teams to support reconciliation of downstream systems

Technology Integration & Process Design

• Collaborate closely with the engineering team to enhance system functionality
• Test and validate new platform features related to loan accounting
• Maintain internal documentation and process flows (SOPs, checklists, control narratives)
• Contribute to platform improvements, automation initiatives, and SOC 1 compliance

Controls & Regulatory Alignment

• Support month-end workflows, reporting packages, and internal audit prep
• Help implement and enforce financial controls, policies, and process improvements
• Stay current on accounting guidance and loan reporting best practices

Qualifications & Experience

• 2–5+ years of loan operations, whole loan accounting, or structured finance experience
• Deep understanding of loan remittances, lifecycle events, and reconciliation processes
• Familiarity with mortgage or loan servicing platforms strongly preferred
• Experience working in a start-up or high-growth environment a plus
• Advanced Excel skills; systems-oriented with a tech-friendly mindset
• Highly organized, accountable, and proactive in process ownership
• Strong communication skills and ability to manage multiple stakeholders

Work Schedule

• Hybrid Model – 4 days in the office (WFH on Fridays)
• Collaborative, tight-knit culture with hands-on leadership