Demo

Whole Loan Operations /Accounting

Blueprint Recruiting LLC
Greenwich, CT Full Time
POSTED ON 8/5/2025 CLOSED ON 9/4/2025

What are the responsibilities and job description for the Whole Loan Operations /Accounting position at Blueprint Recruiting LLC?

A FinTech start up is seeking a detail-oriented Whole Loan Accountant to join our growing team. This role will be responsible for managing the complete accounting lifecycle of whole loans, ensuring accurate financial reporting, and supporting our technology-driven operations. The ideal candidate will combine traditional loan accounting expertise with adaptability to work within our innovative tech platform.


Key Responsibilities

Loan Portfolio Management

  • Process loan purchases, sales, remittance, and other loan lifecycle events
  • Perform monthly loan reconciliations with managers, servicers, and custody
  • Onboard loan servicers, custodians, managers and new clients to the Aplos platform
  • Work with our client’s accounting and operations teams to ensure downstream systems are reconciled



  • Bachelor's degree in accounting or finance
  • 3-5 years of experience in whole loan operations/accounting
  • Advanced Excel skills with experience in SQL a plus
  • Experience with loan servicing and accounting software

Salary : $120,000 - $145,000

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FINANCIAL ACCOUNTING FOUNDATION -
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