SitusAMC · 5 days ago
Loan Accounting & Investor Reporting Associate - Remote
SitusAMC is where passionate individuals come to transform businesses and careers in the Real Estate Industry. The Loan Accounting & Investor Reporting Associate will implement and support technical aspects of the software, ensuring client engagement and efficiency in transaction execution.
Responsibilities
Executes on client loan accounting and investor reporting functions utilizing SBO
Performs remittance processing functions in support of client implementation and conversion functions
Communicates and interacts with clients via phone, email, or any other means in a prompt and professional manner as a front-line point of contact
Provide ongoing system and business support for clients including researching and resolving production issues
Direct loan accounting and system functionality testing to validate new development initiatives and Client execution utilizing the product
Recommend business process improvements based on in-depth knowledge of available products, services, and systems and experience developed working with numerous other clients
Conduct user training and maintain and update documentation and training material in collaboration with the technology services training organization
Such other activities as may be assigned by your manager
Qualification
Required
Bachelor's degree in accounting or finance or equivalent combination of education and experience
Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent
Strong math and analytical skills
Advanced skills with Microsoft Excel including experience manipulating large volumes of data
Effectiveness and proactivity in seeking detailed information or data that either impacts clients or helps gain understanding of a problem the client has reported
Demonstrated strong interpersonal skills, analytical skills, attention to detail, follow-up skills
Excellent communication skills, both verbal and written, in individual and group settings
Ability to read and parameterize adjustable-rate mortgage (ARM) notes
Strong understanding of database models and table relationships. Ability to develop and execute basic SQL queries in Oracle and/or SQL Server
Self directed and motivated to deliver high quality solutions and services
Preferred
3+yrs of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred
Experience with SBO loan accounting system a plus
Experience in working with software development teams
Experience testing software enhancements or bug fixes
Understand and able to reconcile custodial accounts
Benefits
PTO and paid holidays
Medical, dental, vision, life, disability insurance
401K
Company
SitusAMC
SitusAMC provider of consulting, outsourcing, talent and technology solutions, supporting institutional lenders and investors.
Funding
Current Stage
Late StageTotal Funding
unknownKey Investors
PSP Investments
2020-04-02Private Equity
Recent News
2025-11-27
2025-11-27
2025-11-27
Company data provided by crunchbase