Analyst, Warehouse Finance & Custody Solutions

SitusAMC Holdings Corporation; United States; Remote; USD 55,000 - 75,000; Full time

Job summary

An established industry player is seeking a motivated individual to join their Warehouse Financing team. This role offers a unique opportunity to engage with clients, manage operational tasks, and contribute to the growth of the real estate industry. The ideal candidate will thrive in a dynamic environment, demonstrating strong communication skills and a passion for problem-solving. This position not only supports career development but also allows for meaningful contributions to client success. If you're ready to take the next step in your career and make a difference, this is the perfect opportunity for you.

Benefits

PTO and Paid Holidays

Medical Insurance

Dental Insurance

Vision Insurance

401K Plan

Qualifications

• Entry-level professional with 0-2 years of relevant experience.
• Knowledge of Warehouse Financing Solutions and client services.

Responsibilities

• Execute day-to-day client needs including data uploads and loan eligibility.
• Provide operational support to external clients and manage tasks.

Skills

Client Communication

Problem Solving

Attention to Detail

Self-Motivation

Critical Thinking

Education

Bachelor's Degree

Tools

ProMerit

MS Excel

MS PowerPoint

MS Word

SQL

Job description

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.

Essential Job Functions:

• Responsible day-to-day execution of all client needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements
• Lead the process of providing direct operational support to external clients and aligning their ongoing business needs with technical and operational solutions
• Create, participate, and provide feedback in prospective client presentations
• Manage tasks related to warehouse financing in ProMerit as assigned
• Oversee professional and timely communication with clients via conference calls, zooms and email
• Coordinate meetings, send out meeting planners and take notes on calls
• Execute client requests in a timely manner and meet deadlines
• Liaise with offshore resources to ensure seamless coverage of all client requirements
• Collaborate with marketing team to prepare materials for external distribution
• 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.
• 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.
• Proficient knowledge of ProMerit functionality and use cases or ability to learn ProMerit quickly or learn new functionality.
• Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
• Knowledge of mortgage related products, both government agency eligible and non-agency eligible, funding structures such as, commercial paper conduits, participations and VFNs
• Proficient skills in MS Excel, PowerPoint, Word, WLS and ProMerit (preferred)
• Knowledge of the mortgage business and previous work on similar products
• Self-motivated
• 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.
• Balances team and individual responsibilities; exhibits objectivity and openness to other’s views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone’s effort to succeed.
• 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.
• Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
• Demonstrates ability to manage multiple client requests or inquiries.
• Ability to work independently in a remote work environment.
• 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.
• Prioritizes and plans work activities; uses time efficiently; sets goals and objectives; develops realistic action plans; displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.

#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

$55,000.00 - $75,000.00

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

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