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  1. Home
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  5. Senior Specialist, Client Services
SitusAMC logo

Senior Specialist, Client Services

Not Disclosed•Full-TimeRemote

location_on1463, West Indianhead Drive, Tallahassee, Leon County, Florida, 32301, United States

Apply Now

About SitusAMC

SitusAMC is where the best and most passionate people come to transform our clients' businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry.

If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local, come join our team!

About the Role

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. You will serve as a critical link in ensuring accurate trade reporting and timely delivery of information to clients, adhering strictly to client schedules and calendars.

In this role, you will review trade-level reports to ensure projects are progressing on time and tasks are updated properly. You will communicate directly with Functional, Reconciliation, and Chain teams to address high-priority deals and resolve loan-level issues. Your work involves validating chain of assignments, facilitating rush requests for document creation or retrieval, and coordinating pre-settlement timelines upon receipt of images from custodians and sellers.

You will be expected to identify and resolve task coding or reporting discrepancies, conduct web-based research to solve escalated loan or task-level problems, and perform quality control reviews of work. This role requires a high degree of independence in organizing, tracking, and prioritizing assigned work while managing internal and external requests effectively within acceptable timelines.

Hiring Process

Note: Specific interview steps are not detailed in the source text.

Equal Opportunity Employer

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.

We are committed to fostering a diverse and inclusive workplace where everyone can thrive.

Work location

Work model: Remote

location_on

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Skills, education and keywords

Skills: Excel, Microsoft Office, Word, Outlook, Lookups, Pivot Tables, Data Entry, Mortgage Collateral Documents, Real Estate.

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

Frequently asked questions about Senior Specialist, Client Services at SitusAMC

What does a Senior Specialist, Client Services at SitusAMC do?expand_more
Day-to-day, the Senior Specialist, Client Services at SitusAMC will review trade level reports to ensure projects progress timely and tasks are updated; resolve loan level issues and identify task coding or reporting discrepancies; monitor workflow timelines and escalate status to meet internal and external service levels; and validate chain of assignments and coordinate order assignments or allonges for clients.
What are the requirements for this Senior Specialist, Client Services role?expand_more
SitusAMC is looking for candidates who meet the following requirements: Bachelor's degree in a related field or equivalent combination of education and experience; 3 or more years' experience in reviewing, assessing, and curing mortgage collateral documents; Proficient in Excel (intermediate to advanced skills including lookups, pivot tables, and formulas); and Proficient in Microsoft Office (Excel, Word, Outlook).
Where is the Senior Specialist, Client Services role at SitusAMC located?expand_more
Senior Specialist, Client Services at SitusAMC is based in 1463, West Indianhead Drive, Tallahassee, Leon County, Florida, 32301, United States. This is a remote role.
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1463, West Indianhead Drive, Tallahassee, Leon County, Florida, 32301, United States

Tallahassee, Florida

Key Responsibilities

  • check_circleReview trade level reports to ensure projects progress timely and tasks are updated
  • check_circleResolve loan level issues and identify task coding or reporting discrepancies
  • check_circleMonitor workflow timelines and escalate status to meet internal and external service levels
  • check_circleValidate chain of assignments and coordinate order assignments or Allonges for clients
  • check_circleCommunicate issues and high priority deals to Functional, Reconciliation, and Chain teams
  • check_circleFacilitate rush requests for document creation, recording, cancellation, and retrieval
  • check_circleCreate and deliver accurate trade reports to clients according to defined schedules
  • check_circleRetrieve images from custodians and sellers and upload them into CAM system

Requirements

  • verifiedBachelor's degree in a related field or equivalent combination of education and experience
  • verified3 or more years' experience in reviewing, assessing, and curing mortgage collateral documents
  • verifiedProficient in Excel (intermediate to advanced skills including lookups, pivot tables, and formulas)
  • verifiedProficient in Microsoft Office (Excel, Word, Outlook)

Nice to Have

Prior experience in Specialist I, Client Services Support. Some mortgage related document knowledge.

Benefits & Perks

check_circlePaid time off and paid holidayscheck_circleMedical, dental, vision, life, and disability insurancecheck_circle401K retirement plan
SitusAMC logo
Company

SitusAMC

Industry

it

View company profilearrow_forwardlanguageWebsite
Quick Overview

Experience

3+ yrs (Senior)

Education

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

Job Type

Full-Time

Skills Required

ExcelMicrosoft OfficeWordOutlookLookupsPivot Tables
Not Disclosedarrow_forward
Is this Senior Specialist, Client Services job remote, hybrid, or on-site?expand_more
SitusAMC has listed this Senior Specialist, Client Services role as remote.
How much experience is required for this Senior Specialist, Client Services role?expand_more
Senior Specialist, Client Services at SitusAMC typically requires 3+ years of relevant experience at the senior level.
What skills do you need for the Senior Specialist, Client Services role at SitusAMC?expand_more
Key skills for Senior Specialist, Client Services at SitusAMC include Excel; Microsoft Office; Word; Outlook; Lookups; Pivot Tables; Data Entry; and Mortgage Collateral Documents.
What education is required for Senior Specialist, Client Services at SitusAMC?expand_more
Educational requirements for this role: Bachelor's degree in a related field required or equivalent combination of education and experience.
What category does the Senior Specialist, Client Services role belong to?expand_more
Senior Specialist, Client Services at SitusAMC is part of the it job category on Recrutus.
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Data Entry
Mortgage Collateral Documents
Real Estate