SitusAMC - Charleston, WV

posted 2 months ago

Full-time - Entry Level
Remote - Charleston, WV
Real Estate

About the position

SitusAMC is seeking an Analyst for Warehouse Administration & Finance Operations in Charleston, West Virginia. This role is pivotal in executing day-to-day operational activities for the Warehouse Financing business and its clients. The Analyst will be responsible for a variety of tasks that ensure the smooth operation of client services, including uploading data tapes, determining loan eligibility, identifying errors, executing fundings, managing margin calls, and providing servicing updates and loan settlements. The position requires a proactive approach to client needs, ensuring that all requests are handled efficiently and effectively. In this role, the Analyst will lead the process of providing direct operational support to external clients, aligning their ongoing business needs with technical and operational solutions. This includes creating and participating in prospective client presentations, managing tasks related to warehouse financing in the ProMerit platform, and overseeing professional communication with clients through various channels such as conference calls, Zoom meetings, and emails. The Analyst will also coordinate meetings, send out planners, and take notes during calls to ensure all client interactions are documented and actionable. The position demands a collaborative spirit, as the Analyst will liaise with offshore resources to ensure seamless coverage of all client requirements and work closely with the marketing team to prepare materials for external distribution. The Analyst will also be expected to adapt to changes in the work environment and manage competing demands while maintaining a focus on quality and client satisfaction.

Responsibilities

  • Responsible for day-to-day execution of all client needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates, and loan settlements.
  • Lead the process of providing direct operational support to external clients and aligning their ongoing business needs with technical and operational solutions.
  • Create, participate, and provide feedback in prospective client presentations.
  • Manage tasks related to warehouse financing in ProMerit as assigned.
  • Oversee professional and timely communication with clients via conference calls, Zooms, and email.
  • Coordinate meetings, send out meeting planners, and take notes on calls.
  • Execute client requests in a timely manner and meet deadlines.
  • Liaise with offshore resources to ensure seamless coverage of all client requirements.
  • Collaborate with the marketing team to prepare materials for external distribution.
  • Perform other activities as may be assigned by your manager.

Requirements

  • Bachelor's degree or equivalent from a 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, and presentation skills.
  • Proficient knowledge of ProMerit functionality and use cases or ability to learn ProMerit quickly.
  • Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation.
  • Knowledge of mortgage-related products, both government agency eligible and non-agency eligible, funding structures such as commercial paper conduits, participations, and VFNs.
  • Proficient skills in MS Excel, PowerPoint, Word, WLS, and ProMerit (preferred).
  • Self-motivated with the ability to identify and resolve problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail.
  • Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision.
  • Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed.

Nice-to-haves

  • Understanding of ADO, WLS, and SQL coding is a plus.
  • Knowledge of the mortgage business and previous work on similar products.

Benefits

  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • Disability insurance
  • 401K
  • Paid time off (PTO)
  • Paid holidays
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