Analyst, Warehouse Administration & Finance Operations-Execution

SitusAMC • Helena, MT • 3h ago

SitusAMC 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 SitusAMC, 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 responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients. Customer relations focus with SitusAMC business partners and their clients.

Essential Job Functions:

Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements,

Provide direct operational support with the use of technical and operational solutions for external clients and lending partners

Develop and maintain relationships with clients and their lending partners.

Create, participate, and provide feedback in prospective client presentations

Performing tasks and reporting related to warehouse financing in ProMerit

Professional and timely communication with clients via conference calls, zooms and email

Coordinate meetings, send out meeting planners and take notes on calls

Analyze and process client requests in a timely manner and meet deadlines

Recommend process improvements to streamline operations and enhance efficiency

Liaise with offshore resources to ensure seamless coverage of all client requirements

Collaborate with marketing team to prepare materials for external distribution

Support ad-hoc projects and other activities as may be 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

Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.

2 plus years related industry experience and/or training preferred, highly regulated

Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives

Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation

Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO

Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events

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

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.

LI-REMOTE

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. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC 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 role is

$50,000.00 - $80,000.00

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.

Pay Transparency Nondiscrimination Provision (https://go.situsamc.com/rs/962-QMP-613/images/pay-transp\%20English\formattedESQA508c.pdf?version=0)

SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights, Workplace Discrimination is Illegal (https://www.eeoc.gov/sites/default/files/2023-06/22-088\EEOC\KnowYourRights6.12ScreenRdr.pdf)

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