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SitusAMC is a privately held financial services and real estate company. Located in New York, New York, the company was founded in 1985 to provide advisory solu
Senior Associate, Warehouse Administration, Finance Operations
Location
United States
Posted
55 days ago
Salary
$57K - $108K / year
Seniority
Senior
Job Description
Senior Associate, Warehouse Administration, Finance Operations
SitusAMC
• Primary focus on day-to-day operational support of the Warehouse Financing business • 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 ProMerit; 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, ProMerit 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 ProMerit 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
Job Requirements
- Bachelor’s degree or equivalent from four-year College or technical school or equivalent combination of education and experience
- 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent
- Knowledge of mortgage warehouse lending; including the use and support of the ProMerit technology platform, operational activities, and client services
- Proficient knowledge of ProMerit functionality and use cases or ability to learn ProMerit quickly
- Proficient skills in MS Excel, PowerPoint, Word, WLS and ProMerit (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 confidence in self and others; displays willingness to make decisions; inspires and motivates others to perform well; fosters team cooperation; ensures progress toward goals; acknowledges team accomplishments.
- Understanding of ADO, WLS, and SQL coding a plus
- Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security.
Benefits
- PTO and paid holidays
- Medical, dental, vision, life, disability insurance
- 401K
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