[Hiring] Senior Specialist Client Services @SitusAMC

Role Description

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.

• 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.

Qualifications

• 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.

Benefits

• The annual full time base salary range for this role is $25.00 - $30.00.
• 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.