Associate Loan Management

SitusAMC is where the best and most passionate people come to transform our client’s 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!

This position is responsible for maintaining and servicing a loan portfolio that requires direct client interaction (borrowers and lenders) and internal stakeholders. Therefore, the role requires excellent communication skills and a sense of urgency in completing initiatives and requests that are critical to the health of the business. This position ensures the timely and accurate execution of loan servicing and maintenance activity with an emphasis on analyzing calculations such as loan and fee accruals. This includes scheduled activity such as processing interest, principal, fee payments, and unscheduled activities like advances and loan payoff requests.

Essential Job Functions

• Satisfy client expectations by ensuring requirements in the servicing agreement and loan documents are executed timely and accurately; escalate issues to VPs where appropriate.
• Support the completion of various loan management functions including but not limited to: payments, payoff requests, line advances, disbursements, file maintenance requests, recording and satisfaction of loan documents, loan collateral administration, QC of newly onboarded loan records, submission of modifications and extension requests, customer requests for information and any necessary research.
• Maintain and demonstrate proficiency with core loan servicing applications.
• Complete and validate end-of-day work to minimize funding delays and other negative impacts with clients to maintain compliance with established loan and servicing agreements.
• Review loan documents including mortgages, deeds of trust, loan agreements, commitment letters and servicing agreements. Collaborate with Vice President when guidance is required to resolve issues and ensure consistent and compliant service delivery.
• Perform tasks in accordance with documented processes and procedures, comply with loan and client level contractual requirements, adhere to internal control requirements / audit standards and are completed in accordance with stated service levels and regulatory requirements.
• Support and adhere to departmental goals by following established procedures and internal standards. Escalate any potential risks, control weaknesses, or process-related issues directly to the Vice President to ensure timely and effective resolution.
• Perform tasks as outlined in control frameworks across loan management functions to ensure accuracy, compliance, and operational integrity.
• Escalate non-compliant issues to Supervisor and/or other loan management leadership (as appropriate) through detailed verbal and written communication. Support Vice President with root cause analysis, provide information as needed to assist with documentation of issue.
• Identify potential areas for improvement by escalating inefficient or unclear processes and/or procedures to Loan Management Leadership for review.
• Participate in the adoption of process enhancements and change management initiatives supporting operational efficiencies as directed by senior management.
• Support business continuity framework designed by leadership to ensure uninterrupted and compliant operations in the event of unplanned absence or other business disruption.
• Complete loan management specific training and required training hours outlined for all loan management personnel in a timely manner.
• Work collaboratively with various departments to ensure project alignment and timely deliverables.
• Serve as initial point of contact for Borrower related items.
• Other activities may be assigned by your manager
  
  

Qualifications/ Requirements

• Associate degree with preferred field of study in real estate, finance/accounting, business or equivalent combination of education and experience.
• Experienced professional with 5 years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
• Ability to work effectively in a team environment, fostering an environment of collaboration, cooperation while balancing team goals and individual responsibilities.
• Excellent written and verbal communication skills; ability to collaborate with peers and management in a clear and concise manner.
• Strong analytical and critical thinking skills with the ability to identify and resolve issues
• Ability to perform in a fast paced, high volume, deadline driven environment by leveraging organizational skills, task prioritization and strong attention to detail.
• Ability to navigate new software applications, learn new processes on various technology platforms and perform occasional testing for new technology deployments.
• Proficient with Microsoft Office Suite including Word, Excel, Outlook, etc.
  
  

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 does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

The annual full time base salary range for this role is

$67,000.00 - $85,000.00

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, 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.

Pay Transparency Nondiscrimination Provision

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.

Know Your Rights, Workplace Discrimination is Illegal