[Remote] Analyst, Warehouse Administration & Finance Operations-Execution
Note: The job is a remote job and is open to candidates in USA. SitusAMC is a company focused on transforming clients' businesses in the Real Estate Industry. They are seeking an Analyst for Warehouse Administration & Finance Operations to manage day-to-day operational activities, provide customer relations support, and develop relationships with clients and lending partners.
Responsibilities
- Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements
- Provide direct operational support with the use of technical and operational solutions for external clients and lending partners
- Develop and maintain relationships with clients and their lending partners
- Create, participate, and provide feedback in prospective client presentations
- Performing tasks and reporting related to warehouse financing in ProMerit
- Professional and timely communication with clients via conference calls, zooms and email
- Coordinate meetings, send out meeting planners and take notes on calls
- Analyze and process client requests in a timely manner and meet deadlines
- Recommend process improvements to streamline operations and enhance efficiency
- Liaise with offshore resources to ensure seamless coverage of all client requirements
- Collaborate with marketing team to prepare materials for external distribution
- Support ad-hoc projects and other activities as may be assigned by your manager
Skills
- Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience
- Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent
- Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives
- Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
- Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO
- Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events
- Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics
- Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies
- Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations
- Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security
- 2 plus years related industry experience and/or training preferred, highly regulated
Benefits
- PTO and paid holidays
- Medical, dental, vision, life, disability insurance
- 401K
Company Overview
Company H1B Sponsorship
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