Jr. Loan Accounting & Investor Support - Remote

SitusAMC; Salem (OR); Remote; USD 52,000 - 70,000; Full time

Job summary

A leading real estate technology company is seeking an Implementation Specialist to support software implementation and client interactions. The role involves managing loan accounting tasks, training clients, and collaborating with software development teams. The ideal candidate will have a bachelor's degree in accounting or finance and experience in loan accounting. This position offers a competitive salary range of $52,000 - $70,000, along with various benefits including PTO and insurance options.

Benefits

PTO and paid holidays

Medical, dental, and vision insurance

401K plan

Qualifications

• 2-4+ years of experience in loan accounting or investor reporting functions preferred.
• Ability to read and parameterize adjustable-rate mortgage (ARM) notes.
• Experience testing software enhancements or bug fixes.

Responsibilities

• Perform client loan accounting and investor reporting functions.
• Communicate with clients as a front-line contact.
• Provide ongoing system and business support for clients.

Skills

Strong math and analytical skills

Advanced skills with Microsoft Excel

Excellent communication skills

Interpersonal skills

Self-directed and motivated

Education

Bachelor’s degree in accounting or finance

Tools

SBO loan accounting system

SQL queries in Oracle and SQL Server

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 role specializes in implementing and supporting technical implementation of our software including configuration, training, and test support. This role will fill a multitude of roles involving client interaction. We will develop them into subject matter experts for our products. This role will support implementation of new client engagements deploying the product, support third-party integrations with the product, and ultimately help our clients realize gains in efficiency in their transaction execution. This position act as an interface between the clients and our software development team.

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

• 2-4+ 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

$52,000.00 - $70,000.00

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)