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SitusAMC Specialist II, Client Services Support III in Denver, Colorado

Specialist II, Client Services Support III

Position Overview :

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.

Essential Job Functions :

  • 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

  • Communicate directly with clients regarding status of projects and provide answers for client requests/questions

  • Raise up any high priority/escalation items to management to ensure the items are completed timely to meet client deadlines

  • Work closely with Client Trade/Portfolio Manager to ensure client needs and expectations are met

  • Communicate directly with custodian and client to facilitate timely receipt and organization of custodial reporting

  • Reconcile collateral reporting and adjustments as received by the custodian for client reporting.

  • Review client portfolios and providing streamlined reporting of outstanding documentation to be reviewed by custodian

  • Strict adherence to pre-settlement trade deadlines and clear communication of timelines and responsibilities with manager as well as clients and internal departments

  • Creation of Closing Summary reporting and regular follow-up with client to ensure receipt and timely review

  • 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/ Requirements :

  • Bachelor's degree in a related field required or equivalent combination of education and experience

  • Two 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 and II roles 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

Special Requirements :

  • The employee may be required to report to a different local office as a normal, contemplated, and mandated incident of their employment

Working Conditions :

  • Office environment with frequent computer, mouse, keyboard use

  • Alternating between sitting or standing as needed

  • Hearing, talking, reaching, grasping

The pay range for this role is $19.90 $28.46 hourly. Actual compensation offered is subject to several factors including, but not limited to, geographic location, experience, education, licensure, certification, and market demands.

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings.

SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

Job Location: Denver, CO, United States - United States, CO, Denver

Date published:12-Mar-2021