Loan Accounting & Investor Reporting Associate - Remote
Phoenix, Maricopa County, Arizona, 85003, USA
Listed on 2026-01-05
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Finance & Banking
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, we proudly serve.
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!
This role specializes in implementing and supporting technical implementation of our software including configuration, training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products. This role will support implementation of new client engagements deploying the product, support third-party integrations with the product, and ultimately help our clients realize gains in efficiency in their transaction execution.
This position act as an interface between the clients and our software development team.
Executes on client loan accounting and investor reporting functions utilizing SBO
Performs remittance processing functions in support of client implementation and conversion functions
Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact
Provide ongoing system and business support for clients including researching and resolving production issues
Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product.
Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients
Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization.
Such other activities as may be assigned by your manager
Bachelor’s degree in accounting or finance or equivalent combination of education and experience
Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
3+yrs of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred
Strong math and analytical skills
Advanced skills with Microsoft Excel including experience manipulating large volumes of data
Effectiveness and proactivity in seeking detailed information or data that either impacts clients or helps gain understanding of a problem the client has reported.
Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills.
Excellent communication skills, both verbal and written, in individual and group settings
Experience with SBO loan accounting system a plus
Ability to read and parameterize adjustable-rate mortgage (ARM) notes
Experience in working with software development teams
Strong understanding of database models and table relationships. Ability to develop and execute basic SQL queries in Oracle and/or SQL Server.
Experience testing software enhancements or bug fixes
Understand and able to reconcile custodial accounts
Self directed and motivated to deliver high quality solutions and services.
Note:
This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. Situs
AMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Situs
AMC in any manner will be considered Situs
AMC property, and Situs
AMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this…
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