Sr. Specialist Client Services

SitusAMC Holdings Corporation; United States; Remote; USD 71,635,000 - 85,962,000; Full time

Job summary

SitusAMC Holdings Corporation is seeking a detail-oriented professional to support trade management and collateral-related services across multiple client engagements. The role focuses on delivering accurate trade reporting, timely ad hoc analyses, and proactive communication with client teams.

Ideal candidates will have a Bachelor's degree or equivalent, 3+ years in mortgage collateral document review, and strong Excel skills for large data sets.

Qualifications

• Bachelor's degree or equivalent
• 3+ years’ experience with mortgage collateral documents
• Preference for Specialist I / Client Services Support I
• Knowledge of mortgage documents helpful
• Research and resolve loan/task escalations
• Detail-oriented data entry and reporting quality
• Ability to compose professional correspondence independently
• Proficient with web-based research and Excel
• Team player able to collaborate under deadline pressure

Responsibilities

• Prepare and deliver accurate trade reporting per client schedule
• Complete ad hoc reports as requested by Client and Trade/Portfolio Manager
• Ensure reports reach clients at least 24 hours before calls
• Review trade-level reports to keep projects on track
• Communicate high-priority issues with related teams
• Resolve loan-level issues assigned by other teams
• Identify and correct discrepancies in task coding/reporting
• Coordinate retrievals of images and document management
• Support rush/document creation requests from clients and internal teams
• Other duties as assigned by manager

Skills

Excel (pivot tables & lookups)

Data analysis

Communication skills

Attention to detail

Education

Bachelor's degree in a related field

Tools

Microsoft Excel

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

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