Sr. Specialist Client Services

SitusAMC; City of Albany (NY); Remote; USD 52,000 - 62,000; Full time

Benefits offered by this job

PTO and paid holidays

Medical, dental, vision, life, and add

401K plan

Job summary

SitusAMC is seeking a detail-oriented Specialist I to support mortgage collateral reporting and trade management for multiple client trades. You will deliver accurate reports on schedule, perform ad hoc requests, and coordinate with internal teams to resolve issues.

Responsibilities include data review, client communications, and ensuring timely, compliant reporting. The role requires Excel proficiency and the ability to work in a fast-paced environment, potentially with remote flexibility.

Qualifications

• Bachelor's degree in a related field or equivalent combination of education and experience.
• 3+ years’ experience reviewing, assessing, and curing mortgage collateral documents.
• Proficient in Excel; intermediate to advanced skills including lookups, pivot tables and basic formulas.
• Strong attention to detail in reviewing data entry from documents.
• Excellent written and verbal communication for internal and external clients.
• Ability to work independently and collaboratively in a fast-paced environment.

Responsibilities

• Create and deliver accurate trade reporting to clients according to schedule.
• Complete ad hoc reporting requested by Client and Trade/Portfolio Manager.
• Ensure client reports are ready and provided 24 hours before scheduled calls.
• Review trade level reports and escalate issues to relevant teams.
• Communicate with Functional/Reconciliation/Chain teams on high priority tasks.
• Resolve loan level issues and ensure status updates are provided.
• Coordinate document retrieval and recording for client tasks and pre-settlement timelines.
• Perform QC and monitor workflow timelines to meet SLAs.

Skills

Attention to detail

Customer service

Communication

Teamwork

Time management

Data entry

Problem solving

Education

Bachelor's degree in related field

Tools

Excel

Pivot tables

Lookups

Word

Outlook

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 is responsible for the support of trade management and collateral related services offered by the company across multiple client trades and/or projects.

Essential Job Functions:

• Creation and timely delivery, as defined by the client schedule/calendar, of accurate trade reporting to clients
• Complete any ad hoc reporting as needed and requested by Client and Trade/Portfolio Manager
• Ensure client reports are in good form and are provided to clients a minimum of 24 hours prior to the scheduled call
• Review trade level reports per the defined client schedule/calendar to ensure projects are progressing timely and tasks are updated properly. Communicate any issues found to Functional/Reconciliation/Chain teams
• Communicate directly with Functional/Reconciliation/Chain teams on high priority deals/tasks related to their assigned client(s)
• Evaluate and resolve loan level issues as assigned by other functional areas/Departments
• Identify any task coding and/or reporting discrepancies/issues noted during ongoing status report reviews and complete appropriate follow up to resolve the issue
• Validate chain of assignments for completeness, order assignments and/or Allonges as required related to assigned client tasks/portfolio
• Facilitate rush/one off requests for document creation/recording/cancellation/document retrieval received from client and internal departments and provide updates/feedback to the client
• Retrieval of images provided by custodian and seller and upload into CAM as well as coordination of pre-settlement timelines upon receipt of images
• Such other activities as may be assigned by your manager

Qualifications/ Requirements:

• Bachelor's degree in a related field required or equivalent combination of education and experience
• 3 or more years’ experience or expert level knowledge in reviewing, assessing, and curing mortgage collateral documents
• Prior experience in Specialist I, Client Services Support I strongly preferred
• Some mortgage related document knowledge preferred
• Responsible for researching and solving loan or task level escalated issues and problems
• Attention to detail in the review and data entry of information from documents.
• Attention to detail resulting in accurate, clear, and professionally formatted reports and/or correspondence for both internal and external clients
• Ability to compose professional correspondence independently for internal/external clients
• Ability to conduct web-based research finding sites and information independently
• Proficient in Excel; intermediate to advanced skills including the use of lookups, pivot tables and basic formulas in manipulating large amounts of data
• Proficient in Microsoft Office including basic functionality of Excel, Word and Outlook
• Exercises good judgment with access to confidential borrower data (SSN)
• Demonstrated customer service and interpersonal skills required for internal and external clients
• Fast and accurate data entry
• Makes some independent task level or loan level decisions after research and within delegated authority levels
• Self-motivated with the initiative to research, question, and apply information
• Independently organizes, tracks, and prioritizes assigned work including managing internal and external requests effectively and within acceptable timelines
• Performs quality control (QC) and review of others work
• Responsible for monitoring, reporting, and escalating the status of workflow timelines in adherence with internal and external service level requirements
• Maintains a positive attitude
• Ability to collaborate effectively and work as part of a team
• Ability to work under pressure in a fast moving, deadline driven environment
• Ability to work overtime including weekends as necessary in order to support and fulfill client timeline requirements

#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

$25.00 - $30.00

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)