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Role Description

This position will have primary focus on day-to-day operational support of the Warehouse Financing business. Display knowledge of Warehouse Financing Solutions including collaboration with Technology and Product Support teams.

• 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.

Qualifications

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

Benefits

• The annual full time base salary range for this role is $57,000.00 - $108,000.00.
• Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data.
• Certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval.
• SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies.
• All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.