Senior Specialist, Client Services

SitusAMC

7d•$26 - $32•Remote

About The Position

This position is responsible for the support of trade management and collateral related services offered by the company across multiple client trades and/or projects. SitusAMC is a leading independent provider of technology, strategic outsourcing, talent and advisory solutions to the commercial and residential real estate finance industries. We help clients identify and capture opportunities in their real estate businesses through industry-leading services and innovative technologies that drive operational efficiency, increase business effectiveness, and improve market agility across the entire lifecycle of their global real estate activity. Working among the best talent in real estate, you’ll be a part of some of the most relevant things happening in the industry and engage in interesting and exciting work. You’ll be embraced by a culture that celebrates innovative thinking and empowers you to get the job done. Come join us in Powering Opportunity for those we proudly serve.

Requirements

Bachelor's degree in a related field required or equivalent combination of education and experience
3 or more years’ experience or expert level knowledge in reviewing, assessing, and curing mortgage collateral documents
Prior experience in Specialist I, Client Services Support I strongly preferred
Some mortgage related document knowledge preferred
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 for both internal and external clients
Ability to compose professional correspondence independently for internal/external clients
Ability to conduct web-based research finding 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 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
Fast and accurate data entry
Makes some independent task level or loan level decisions after research and within delegated authority levels
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 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
Ability to work overtime including weekends as necessary in order to support and fulfill client timeline requirements

Responsibilities

Creation and timely delivery, as defined by the client schedule/calendar, of accurate trade reporting to clients
Complete any ad hoc reporting as needed and requested by Client and Trade/Portfolio Manager
Ensure client reports are in good form and are provided to clients a minimum of 24 hours prior to the scheduled call
Review trade level reports per the defined client schedule/calendar to ensure projects are progressing timely and tasks are updated properly.
Communicate any issues found to Functional/Reconciliation/Chain teams
Communicate directly with Functional/Reconciliation/Chain teams on high priority deals/tasks related to their assigned client(s)
Evaluate and resolve loan level issues as assigned by other functional areas/Departments
Identify any task coding and/or reporting discrepancies/issues noted during ongoing status report reviews and complete appropriate follow up to resolve the issue
Validate chain of assignments for completeness, order assignments and/or Allonges as required related to assigned client tasks/portfolio
Facilitate rush/one off requests for document creation/recording/cancellation/document retrieval received from client and internal departments and provide updates/feedback to the client
Retrieval of images provided by custodian and seller and upload into CAM as well as coordination of pre-settlement timelines upon receipt of images
Such other activities as may be assigned by your manager