Senior Associate, Warehouse Administration & Finance Operations

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 position will have primary focus on day-to-day operational support of the Warehouse Financing business. Display knowledge of Warehouse Financing Solutions including collaboration with Technology and Product Support teams.

Essential Job Functions:

• The incumbent owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the client apprised.

• Produce, maintain, and enforce solution design standards, use of specification templates/documents and solution formation processes

• Manage and update key documents to support WFS Clients policies & procedures, service level agreements (i.e., performance metrics) and client deliverables.

• Ability to translate term sheets and rules in Pro Merit; meet client requirements and deadlines

• Create, participate, and provide feedback in prospective client meetings and internal documentation

• Manage the day-to-day execution of client needs for onshore clients.

• Manage time and tasks to Service Level Agreements agreed to with client

• Coordinate across functional teams, Warehouse Administration Services, Pro Merit implementation and product specialist teams.

• Communicate professionally and timely with clients via conference calls, Teams and email

• Lead client meetings to document business use cases and demonstrate Pro Merit functionality

• Exhibit ability to process client requests in a timely manner, pro-actively communicate steps to resolve issues and meet deadlines keeping management informed before a timeline expires

• Liaise with teammates to ensure seamless coverage of all client requirements

• Knowledge share with junior team members to help develop and enhance skills

• Other activities as assigned by your manager

Qualifications/ Requirements:

• Bachelor’s degree or equivalent from four-year College or technical school or equivalent combination of education and experience

• Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent.

• 5+ years related industry experience and/or training preferred

• Knowledge of mortgage warehouse lending; including the use and support of the Pro Merit technology platform, operational activities, and client services.

• Proficient knowledge of Pro Merit functionality and use cases or ability to learn Pro Merit quickly.

• Proficient skills in MS Excel, PowerPoint, Word, WLS and Pro Merit (preferred)

• Self-motivated and ability to independently follow items through completion

• Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics.

• Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies.

• Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations.

• Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events.

• Exhibits…