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SitusAMC VP, Client Services in Boston, Massachusetts

VP, Client Services

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Position Overview :

This role will assist the Senior Vice President (SVP) in the development and delivery of collateral services for SitusAMC’s clients. This may include developing new products and services, establishing policies and procedures and corresponding audit response materials, IT system design, procedure engineering, and aiding in the preparation of marketing materials. The position will also involve aiding in the training of personnel (including working with training to prepare or augment training materials) and working with the SVP and the larger SitusAMC team to establish proper operational workflows including those associated with collateral reviews, collateral storage, file printing activities, title curative, and recordation. The position will be responsible for coordinating internal deliverables, working with staff to ensure scope and work product are aligned, and taking a leadership role over engagements. The role will also be involved in the delivery of materials to clients and interacting with the client to understand and deliver on their needs. This may include coordinating with vendors on supplies, delivery, and printer maintenance. It also includes ensuring that SitusAMC information security policies are strictly enforced within the vault space.

Essential Job Functions :

  • Ensuring the proper set-up and kickoff of a transaction including reviewing some files/information before the review starts and making sure the profile, when necessary, is in place and up to date

  • Review, utilizing reports and other tools such as report filtering, reports before they are sent to the client to ensure accuracy and completeness; review rebuttals from clients/sub-servicers to assist in producing the final report

  • Should work with SVP to seek continued technological improvements and process enhancements

  • Work with the production staff and management to ensure that resources are in-place to complete the review on established timelines

  • Work with the training department to ensure frequent pain points are being communicated to the staff and incorporated into continuing education and/or new hire training

  • Identify performance trends and potential enhancements so that such items can be analyzed and potential incorporated into process or technological improvements

  • Identify staff needs or identified issues requiring special training (group or individual)

  • Identify any additional red flags and discrepancies before reporting to client

  • Ensure applicable reports are generated and necessary corrections made to the data in the system

  • Provide constructive feedback and identify issues with personnel to the production staff

  • Provide applicable guidelines, documentation, and job scope to analyst team

  • Ability to interact with SitusAMC clients via e-mail, in person, and by phone on day-to-day collateral services activity and project outcomes

  • Such other activities as may be assigned by your manager

Qualifications/ Requirements :

  • Bachelor’s degree/ training in finance/ mortgage banking desired or equivalent combination of education and experience

  • Minimum five years in mortgage/ secondary market experience

  • Minimum two years collateral experience

  • Demonstrated ability to manage and supervise a team

  • Critical thinking and problem solving skills

  • Planning and organizing

  • The ability to negotiate and manage conflict

  • Proficiency with Microsoft Office Products

  • Advanced Excel using formulas, VLOOKUP and pivot tables

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 use

  • Sitting for long periods of time

  • Hearing, talking, reaching, grasping, standing, and repetitive motions

This position is available in all US Remote locations as detailed in SitusAMC’s Telecommuting policy. Colorado locations are currently excluded for this posting.

Note: This job description is not intended to be all inclusive or exclusive. At any time, employee 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:

Remote, RE, USA



Date published: