Senior Specialist, Client Services

Situs

AMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone.

At Situs

AMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!

• Creation and timely delivery, as defined by the client schedule/calendar, of accurate trade reporting to clients
• Complete any ad hoc reporting as needed and requested by Client and Trade/Portfolio Manager
• Ensure client reports are in good form and are provided to clients a minimum of 24 hours prior to the scheduled call
• Review trade level reports per the defined client schedule/calendar to ensure projects are progressing timely and tasks are updated properly; communicate any issues found to Functional/Reconciliation/Chain teams
• Communicate directly with Functional/Reconciliation/Chain teams on high priority deals/tasks related to their assigned client(s)
• Evaluate and resolve loan level issues as assigned by other functional areas/Departments
• Identify any task coding and/or reporting discrepancies/issues noted during ongoing status report reviews and complete appropriate follow up to resolve the issue
• Validate chain of assignments for completeness, order assignments and/or Allonges as required related to assigned client tasks/portfolio
• Facilitate rush/one off requests for document creation/recording/cancellation/document retrieval received from client and internal departments and provide updates/feedback to the client
• Retrieve images provided by custodian and seller, upload into CAM, and coordinate pre-settlement timelines upon receipt of images
• Perform other activities as assigned by your manager

• Bachelor's degree in a related field required or equivalent combination of education and experience
• 3 or more years’ experience or expert level knowledge in reviewing, assessing, and curing mortgage collateral documents
• Prior experience in Specialist I, Client Services Support I strongly preferred
• Some mortgage related document knowledge preferred
• Responsible for researching and solving loan or task level escalated issues and problems
• Attention to detail in the review and data entry of information from documents
• Attention to detail resulting in accurate, clear, and professionally formatted reports and/or correspondence for both internal and external clients
• Ability to compose professional correspondence independently for internal/external clients
• Ability to conduct web-based research finding sites and information independently
• Proficient in Excel; intermediate to advanced skills including the use of lookups, pivot tables and basic formulas in manipulating large amounts of data
• Proficient in Microsoft Office including basic functionality of Excel, Word and Outlook
• Exercises good judgment with access to confidential borrower data (SSN)
• Demonstrated customer service and interpersonal skills required for internal and external clients
• Fast and accurate data entry
• Makes some independent task level or loan level decisions after research within delegated authority levels
• Self‑motivated with the initiative to research, question, and apply information
• Independently organizes, tracks, and prioritizes assigned work including managing internal and external requests effectively and within acceptable timelines
• Performs quality control (QC) and review of others’ work
• Responsible for monitoring, reporting, and escalating the status of workflow timelines in adherence with internal and external service level requirements
• Maintains a positive attitude
• Ability to collaborate effectively and work as part of a team
• Ability to work under pressure in a fast moving, deadline driven environment
• Ability to work overtime including weekends as necessary to support and fulfill client timeline…