Warehouse Administration & Finance Operations Execution Analyst

About SitusAMC

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!

Role Overview

This position will have responsibility for performing day-to-day operational activities of the Warehouse Financing business and its clients, with a strong customer relations focus with SitusAMC business partners and their clients.

Essential Job Functions

• 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.

Qualifications/Requirements

• 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.
• 2 plus years related industry experience and/or training preferred, highly regulated.
• 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, ADOS.
• 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.

Key Skills/Competency

• Warehouse Financing Operations
• Client Relationship Management
• ProMerit Platform
• MS Excel Proficiency
• Data Analysis
• Process Improvement
• Regulatory Compliance
• Mortgage Warehouse Facilities
• Problem Solving
• Communication Skills