Associate, Product Support - SBO - Remote

SitusAMC; Olympia (WA); Remote; USD 70,000 - 85,000; Full time

Benefits offered by this job

PTO

Paid holidays

Medical

Dental

Vision

Life insurance

Disability insurance

401K

Job summary

SitusAMC is seeking a experienced analyst to provide loan accounting and investor reporting services using the SBO platform. You will collaborate with clients, manage data remittance, and help implement system enhancements across accounting and technology teams.

The role requires 5+ years in loan accounting, strong Excel and SQL skills, and excellent communication. This is a remote, full-time opportunity with opportunities for growth and cross-functional exposure.

Qualifications

• Bachelor's degree in accounting or finance or equivalent.
• 5+ years of industry experience at a Senior Analyst or Analyst level.
• 3+ years of loan accounting, investor accounting, or investor reporting experience.
• Strong math and analytical skills.
• Advanced Microsoft Excel skills with large data sets.
• Proactive, detail-oriented, and able to seek information impacting clients or problems.
• Excellent verbal and written communication skills.
• Experience with SBO loan accounting system is a plus.
• Ability to read and parameterize ARM notes.
• Experience working with software development teams.
• Strong understanding of database models and SQL queries in Oracle/SQL Server.
• Experience testing software enhancements or bug fixes.
• Understand and reconcile custodial accounts.
• Self-directed and motivated.

Responsibilities

• Executes on client loan accounting and investor reporting functions using SBO.
• Performs remittance processing for client implementation and conversion.
• Communicates with clients via phone, email, or other means as front-line contact.
• Provide ongoing system and business support for clients including issue resolution.
• Direct loan accounting and system testing to validate development initiatives.
• Recommend business process improvements based on product knowledge.
• Conduct user training and maintain training material in collaboration with IT.
• Other duties as assigned by manager.

Skills

Excel skills

Analytical skills

Communication skills

Client interaction

SQL knowledge

Testing software

Self-motivation

Education

Bachelor's degree in accounting or finance

Tools

SBO loan accounting system

Oracle SQL

SQL Server

Job description

Remote

Remote

Full time

JR03298

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 is responsible for providing loan accounting and investor reporting services to SitusAMC’s clients using SitusAMC’s SBO software platform. This position will assist clients with data management, remittance reconciliation, loan accounting, and key pool accounting and/or master servicing functions, creating and providing reports through the entire product lifecycle. Additional responsibilities may include testing of new system features, supporting client implementation efforts, and coordination with SitusAMC implementation and support teams to respond to client needs with our SBO product. This position works directly with the Assistant VP or above of Business solutions and support Management and will directly interact with clients to deliver solutions working across the technology and accounting services teams. This position requires regular client collaboration, engagement with internal stakeholders, and plays an important support role in delivering systems and services to SitusAMC SBO clients.

Essential Job Functions:

• 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

Qualifications/ Requirements:

• 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+ years 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.

#LI-AS1 #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

$70,000.00 - $85,000.00

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)

SitusAMC is a leading independent provider of technology, strategic outsourcing, talent and advisory solutions to the commercial and residential real estate finance industries. We help clients identify and capture opportunities in their real estate businesses through industry-leading services and innovative technologies that drive operational efficiency, increase business effectiveness, and improve market agility across the entire lifecycle of their global real estate activity.

Working among the best talent in real estate, you’ll be a part of some of the most relevant things happening in the industry and engage in interesting and exciting work. You’ll be embraced by a culture that celebrates innovative thinking and empowers you to get the job done. Come join us in Powering Opportunity for those we proudly serve.

• PTO
• Paid holidays
• Medical
• Dental
• Vision
• Life
• Disability insurance
• 401K