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SitusAMC · 3 months ago

Senior Associate, Warehouse Finance & Custody Solutions

United States

Full-time

Remote

Mid, Senior Level

$57K/yr - $108K/yr

5+ years exp

SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. The Senior Associate, Warehouse Finance & Custody Solutions is responsible for supporting the growth of the Warehouse Financing & Custody Solutions department, collaborating on business strategy, and managing proposals and presentations while ensuring effective communication with stakeholders.

Financial ServicesOutsourcing

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

Qualification

Mortgage industry experienceCRM software experienceContract writingMS Office proficiencySalesMarketing strategiesMultitasking skillsVerbalCustomer service skillsProfessionalismTime managementWritten communicationOrganizational skillsTeamwork

Required

Bachelor's degree from four-year accredited college or university or equivalent combination of education and experience

Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent

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