Senior Associate, Warehouse Finance & Custody Solutions

SitusAMC; Salem (OR); Remote; USD 57,000 - 108,000; Full time

Job summary

A leading real estate solutions firm is seeking a Senior Associate for Warehouse Finance & Custody Solutions. The role involves supporting growth through client interaction and proposal management. Ideal candidates will have over 5 years of experience, strong communication abilities, and proficiency in CRM and MS Office tools. Competitive compensation includes a salary range of $57,000 - $108,000, with additional benefits.

Benefits

PTO and paid holidays

Medical, dental, vision, life, and disability insurance

401K plan

Qualifications

• 5+ years of industry experience, with 1+ years in an Associate level role or external equivalent.
• 3+ years’ experience in mortgage industry highly preferred.
• Ability to create materials and present to various audiences.

Responsibilities

• Assists in writing and managing proposals for products/services.
• Meets with clients to identify upselling/cross-selling opportunities.
• Grows the business through new leads and contacts.

Skills

Excellent verbal and written communication skills

Strong customer service skills

Ability to manage and prioritize tasks

Strong organizational and time management skills

Excellent multitasking skills

Ability to work well in a team

Education

Bachelor’s degree from an accredited college or university

Master’s degree in related field (preferred)

Tools

CRM software

MS Office, Excel, PowerPoint, OneNote, Teams

Job description

Overview

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!

The Senior Associate, Warehouse Finance & Custody Solutions is responsible for supporting the growth of the Warehouse Financing & Custody Solutions department. This person will continually collaborate on business strategy focused on financial gain, client satisfaction, and alignment with corporate initiatives. Accountable to organize and create proposals and presentations, manage work tasks, communicate effectively with internal and external stakeholders, and support the business team. This person must be proactive, able to take guidance and general direction to perform and follow up on tasks effectively while quickly meeting deliverables.

This role performs the following duties personally or through SitusAMC department supervisors and representatives. This role will be responsible for supporting the execution of SitusAMC strategies across the Warehouse Financing & Custodial Solutions Team as directed by Senior Leadership.

Responsibilities

• Assists in writing and managing proposals/statements of work/contracts for products and services in conjunction with internal SitusAMC Teams
• Meets with existing & potential clients to identify opportunities for promoting, upselling, and cross-selling products and services
• Oversees coordination of product/service demonstrations for prospective clients
• Works with clients to communicate and overview new service offerings as potential opportunities of interest
• Grows the business through the development of new leads and contacts
• Builds business relationships with current and potential clients
• Develops and executes sales and marketing strategies to grow business
• Maintains and updates sales, marketing, and business development documentation and system of records
• Reviews market research to anticipate competition and market trends and translate client attitudes into new strategic directions
• Assists with marketing and promotional projects
• Collaborates with management on sales goals
• Arranges business meetings with existing and prospective clients
• Supports the team with other responsibilities as required
• Keep organized records of data and documentation
• Other activities as may be assigned.

Qualifications/Requirements

• Bachelor’s degree from four-year accredited college or university or equivalent combination of education and experience
• Master’s degree in related field preferred
• Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent
• 3 or more years’ experience in mortgage industry- highly preferred
• Experience with CRM software
• Proficiency in MS Office, Excel, PowerPoint, OneNote, Teams
• Excellent multitasking skills
• Ability to time manage and prioritize tasks
• Excellent verbal and written communication skills
• Ability to create materials and present to a variety of audiences
• Strong organizational and time management skills
• Ability to work under pressure and adapt to competing/changing priorities to align work with strategic goals
• Experience with contract writing and organization
• Strong customer service skills
• Ability to sell value and create credibility
• Ability to maintain a high level of professionalism and confidentiality
• Enthusiastic to build good relationships with people
• Ability to work well in a team environment, as well as complete individual assignments
• Understands business implications of decisions and displays orientation to profitability
• Demonstrates knowledge of market and competition

#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.

Compensation and Benefits

The annual full time base salary range for this role is $57,000.00 - $108,000.00. 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)