Senior Associate, Warehouse Administration & Finance Operations jobs in United States
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SitusAMC ยท 2 days ago

Senior Associate, Warehouse Administration & Finance Operations

SitusAMC is where passionate individuals come to transform businesses and careers. The role focuses on operational support for the Warehouse Financing business, including client communication, solution design, and collaboration with various teams.

Financial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

The incumbent owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the client apprised
Produce, maintain, and enforce solution design standards, use of specification templates/documents and solution formation processes
Manage and update key documents to support WFS Clients policies & procedures, service level agreements (i.e., performance metrics) and client deliverables
Ability to translate term sheets and rules in ProMerit; meet client requirements and deadlines
Create, participate, and provide feedback in prospective client meetings and internal documentation
Manage the day-to-day execution of client needs for onshore clients
Manage time and tasks to Service Level Agreements agreed to with client
Coordinate across functional teams, Warehouse Administration Services, ProMerit implementation and product specialist teams
Communicate professionally and timely with clients via conference calls, Teams and email
Lead client meetings to document business use cases and demonstrate ProMerit functionality
Exhibit ability to process client requests in a timely manner, pro-actively communicate steps to resolve issues and meet deadlines keeping management informed before a timeline expires
Liaise with teammates to ensure seamless coverage of all client requirements
Knowledge share with junior team members to help develop and enhance skills
Other activities as assigned by your manager

Qualification

Warehouse Financing SolutionsProMerit technology platformMS ExcelMS PowerPointSQL codingProblem solvingCommunication skillsTeam cooperationAdaptability

Required

Bachelor's degree or equivalent from four-year College or technical school 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
Knowledge of mortgage warehouse lending; including the use and support of the ProMerit technology platform, operational activities, and client services
Proficient knowledge of ProMerit functionality and use cases or ability to learn ProMerit quickly
Self-motivated and ability to independently follow items through completion
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
Adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events
Exhibits confidence in self and others; displays willingness to make decisions; inspires and motivates others to perform well; fosters team cooperation; ensures progress toward goals; acknowledges team accomplishments
Ability to work independently in a remote work environment
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

Preferred

5+ years related industry experience and/or training preferred
Proficient skills in MS Excel, PowerPoint, Word, WLS and ProMerit (preferred)
Understanding of ADO, WLS, and SQL coding a plus

Benefits

PTO and paid holidays
Medical, dental, vision, life, disability insurance
401K

Company

SitusAMC

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SitusAMC provider of consulting, outsourcing, talent and technology solutions, supporting institutional lenders and investors.

H1B Sponsorship

SitusAMC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
PSP Investments
2020-04-02Private Equity

Leadership Team

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Michael Franco
Chief Executive Officer
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Andrew Smith
Director, Strategic Planning
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Company data provided by crunchbase