Analyst, Warehouse Administration & Finance Operations-Execution jobs in United States
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SitusAMC ยท 3 hours ago

Analyst, Warehouse Administration & Finance Operations-Execution

SitusAMC is a company focused on transforming clients' businesses in the Real Estate Industry. They are seeking an Analyst for Warehouse Administration & Finance Operations to manage day-to-day operational activities, provide customer relations support, and develop relationships with clients and lending partners.

Financial ServicesOutsourcing
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H1B Sponsor Likelynote

Responsibilities

Manage and monitor the day-to-day execution of client and lending partner needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements
Provide direct operational support with the use of technical and operational solutions for external clients and lending partners
Develop and maintain relationships with clients and their lending partners
Create, participate, and provide feedback in prospective client presentations
Performing tasks and reporting related to warehouse financing in ProMerit
Professional and timely communication with clients via conference calls, zooms and email
Coordinate meetings, send out meeting planners and take notes on calls
Analyze and process client requests in a timely manner and meet deadlines
Recommend process improvements to streamline operations and enhance efficiency
Liaise with offshore resources to ensure seamless coverage of all client requirements
Collaborate with marketing team to prepare materials for external distribution
Support ad-hoc projects and other activities as may be assigned by your manager

Qualification

Warehouse Financing SolutionsProMerit technology platformMS ExcelClient servicesCompliance knowledgePresentation skillsProblem solvingCommunication skillsTime managementAttention to detailAdaptabilityCritical thinking

Required

Bachelor's degree or equivalent from 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, presentation skills & ability to take on other strategic initiatives
Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
Proficient skills and working knowledge in MS Excel (e.g. calculations, vlookup, pivot tables, etc.) PowerPoint, Word, WLS and ProMerit, ADO
Self-motivated, adapts to changes in the work environment, manages time with competing demands, able to deal with frequent change, delays, or unexpected events
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
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

Preferred

2 plus years related industry experience and/or training preferred, highly regulated

Benefits

PTO and paid holidays
Medical, dental, vision, life, disability insurance
401K

Company

SitusAMC

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SitusAMC provider of consulting, outsourcing, talent and technology solutions, supporting institutional lenders and investors.

H1B Sponsorship

SitusAMC has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2023 (2)

Funding

Current Stage
Late Stage
Total Funding
unknown
Key Investors
PSP Investments
2020-04-02Private Equity

Leadership Team

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Michael Franco
Chief Executive Officer
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Andrew Smith
Director, Strategic Planning
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Company data provided by crunchbase