AVP, Client Services

SitusAMC

1d•Remote

About The Position

SitusAMC is looking for passionate individuals to transform client businesses and their own careers. This role is responsible for managing collateral related services across multiple client trades and/or projects. The company culture encourages authenticity, advocacy, adaptability, big dreams, ownership, and a global-local mindset. SitusAMC offers opportunities for career growth within the Real Estate Industry.

Requirements

Bachelor's degree in a related field required, or substantial, relevant experience may be substituted.
Minimum of 6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent.
Two or more years’ experience or expert-level knowledge in reviewing, assessing, and curing mortgage collateral documents.
Ability to gather, research, compare, and analyze complex data and develop clear logical interpretations and applications.
Responsible for researching and solving loan or task-level escalated issues and problems.
Attention to detail in the review and data entry of information from documents.
Attention to detail resulting in accurate, clear, and professionally formatted reports and/or correspondence.
Ability to compose professional correspondence independently for internal or external clients.
Superior verbal communication skills for client-facing interactions.
Ability to conduct web-based research and find sites and information independently.
Proficient in Excel; intermediate to advanced skills including the use of lookups, pivot tables, and basic formulas in manipulating large amounts of data.
Proficient in Microsoft Office including the basic functionality of Excel, Word, and Outlook.
Exercises good judgment with access to confidential borrower data (SSN).
Demonstrated customer service and interpersonal skills required for internal and external clients.
Makes some independent task-level or loan-level decisions after research and within delegated authority levels.
Ability to take high-level direction, formulate a plan to achieve goals, and execute the plan.
Self-motivated with the initiative to research, question, and apply information.
Independently organizes, tracks, and prioritizes assigned work, including managing internal and external requests effectively and within acceptable timelines.
Performs quality control (QC) and review of others' work.
Responsible for a single workgroup or functional area.
Responsible for monitoring, reporting, and escalating the status of workflow timelines in adherence with internal and external service level requirements.
Maintains a positive attitude.
Ability to collaborate effectively and work as part of a team.
Ability to work under pressure in a fast-moving, deadline-driven environment.
Available and on call after hours and on weekends as needed.

Responsibilities

Creation and timely delivery of accurate trade reporting to clients as per the client schedule/calendar.
Complete or request resources to complete ad-hoc reporting as needed by clients.
Ensure client reports are in good form and provided at least 24 hours prior to the scheduled call.
Ensure client and counterparty meetings meet quality standards, including adherence to start/stop times and providing an agenda with loan-level questions/concerns and outstanding collateral documents.
Set up kick-off calls with counterparties and clients once trades are confirmed settled.
Facilitate coordination of new projects with internal resources.
Communicate with clients and internal departments to ensure project coordinators/administrators have necessary information and deadlines.
Review trade-level reports to ensure projects are progressing timely and tasks are updated properly.
Communicate any issues found to Functional/Reconciliation/Chain/Portfolio Oversight teams.
Communicate directly with Functional/Reconciliation/Chain/Portfolio Oversight teams on high-priority deals/tasks.
Communicate trade-level feedback or nuances to management with details for client communication.
Evaluate and resolve loan-level issues assigned by other functional areas/departments.
Facilitate rush/one-off requests for document creation/recording/cancellation/retrieval and provide updates to the client.
Coordinate with the Recon team and MDS for initial project assignment/allonge creation.
Ongoing CIT approval with MDS for documents through various MDS approval phases.
Provide a list of assignment documents as needed from the project population if a pending intervening was present.
Work closely with clients to ensure their needs and expectations are met.
Comply with the company’s information security manual and other related policies.
Perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.