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Client Success - Document Technology Services- US Remote in US - Remote (JR01126)

Job DescriptionJob Attributes+

  • Job ID

    JR01126

  • Job Category

    Operations

  • Business Unit

    Unspecified

  • Job Location

    US - Remote

Overview

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 role will be responsible for maintaining and managing client relationships for our Document Technology and Services group. This may include coordinating client documentation delivery, processing, and production of SitusAMC indexed file, extracted data, and summary reporting outputs. Duties include working directly with clients and internal partners/departments to ensure clients are experiencing a positive client-partnership relationship, working to find solutions to client needs and issues, addressing client complaints and creating strategies to prevent client escalations. Assigned clients may have complex needs which span multiple product/service offerings within SitusAMC. This role will work with other Client Service Manager (“CSM”) team members across the organization to support efficient usage of SitusAMC’s document technologies and will be responsible for the leading and completion of strategic initiatives/tasks as directed by superiors. A robust understanding of SitusAMC residential business operations, products and services, client needs, as well as industry knowledge is required for this role. This is a highly visible role reporting to internal Sr. Management and Business Leaders that will engage with clients to ensure needs are met and understood and drive document technology service execution.

Essential Functions:

  • Acts within alignment of security roles. 
  • Work with other departments to ensure clients are experiencing a positive partnership  
  • Develops and maintains client relationships 
  • Diligent contact/follow up with clients and internal partners 
  • Acts as external client advocate with internal partners 
  • Collaborates and takes ownership with internal managers and team members on standardization and process improvement to increase client satisfaction 
  • Responsible to make decisions and remove impediments to increase client satisfaction and utilization 
  • Liaise and communicate progress between sr. management and other internal team members and stakeholders 
  • Promotes products, services, and client development 
  • Monitors client's business environment to understand their needs 
  • Consults with clients to ascertain and define need or problem area, and works with client and SitusAMC internal partners to provide a solution 
  • Works with client and SitusAMC internal partners to manage the quality delivery of all services provided to the client  
  • Monitors pipeline, production, and quality to ensure timely and quality delivery of document services to clients
  • Ability to provide thoughtful analysis leveraging indexed and extracted data outcomes
  • Acts as the main Point of Contact for clients to address client document technology needs 
  • Promotes services to existing clients 
  • Other activities as may be assigned by your manager 

Qualifications/ Requirements: 

  • Bachelor's degree from four-year accredited college or university or equivalent combination of education and experience 
  • Two to five  years’ experience in mortgage industry preferred 
  •  Exhibits confidence in self and others; inspires and motivates others to perform well; effectively influences actions and opinions of others; accepts feedback from others; gives appropriate recognition to others; pursues and wins support for ideas; displays ability to influence key decision-makers; achieves win-win outcomes; uses authority appropriately to accomplish goals; addresses divergent opinions. 
  • Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; requires minimal supervision; displays understanding of how job relates to others. 
  • Pursues and wins support for ideas; displays ability to influence key decision-makers; achieves win-win outcomes; uses authority appropriately to accomplish goals; addresses divergent opinions. 
  • Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops alternative solutions; works well in group problem solving situations; uses reason even when dealing with emotional topics. 
  • Promotes client focus; establishes client service standards; provides training in Client service delivery; monitors client satisfaction; develops new approaches to meeting client needs. 
  • Expresses ideas and thoughts verbally; expresses ideas and thoughts in written form; exhibits good listening and comprehension; keeps others adequately informed; selects and uses appropriate communication methods; speaks clearly and persuasively in positive or negative situations; listens and gets clarification; responds well to questions; demonstrates group presentation skills; participates in meetings; writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; able to read and interpret written information. 
  • Follows instructions, responds to management direction; takes responsibility for own actions; keeps commitments; commits to long hours of work when necessary to reach goals; completes tasks on time or notifies appropriate person with an alternate plan; is consistently at work and on time; ensures work responsibilities are covered when absent; arrives at meetings and appointments on time. 
  • Prioritizes and plans work activities; uses time efficiently; plans for additional resources; sets goals and objectives; organizes or schedules other people and their tasks; develops realistic action plans; adapts to changes in the work environment; manages competing demands; changes approach or method to best fit the situation; able to deal with frequent change, delays, or unexpected events. 
  • Treats people with respect; keeps commitments; inspires the trust of others; works with integrity and principles; upholds organizational values. 
  • Follows policies and procedures; completes administrative tasks correctly and on time; supports organization's goals and values; benefits organization through outside activities; supports affirmative action and respects diversity. 

#LI -AS1 #LI-REMOTE

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

$56,000.00 - $70,000.00

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

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.

Our Benefits

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Powerful futures

- Annual compensation reviews
- Retirement benefits
- Education allowance program
- Matching gifts program
- Employee referral bonus programs
- Other region-specific incentives

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Powerful peace of mind

- Competitive vacation policies, holidays & other paid leaves
- Family-friendly leave policies, including maternity, - paternity & other family situations
- Employee wellness platform
- Employee assistance program
- Employee discount program
- Commuter benefits & travel assistance
- Volunteer program

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Powerful health

- Robust medical & other insurance plans
- Personal & family wellness benefits
- Savings programs & discounts for health expenses
- Disability, accident & life insurance

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What it’s like to

Be Part of the Residential Real Estate team

From originations to secondary market activity – and everything in between – we bring together an experienced, proven team and breakthrough technology enabling clients to grow with agility and efficiency. And, whether you’re right out of school, a real estate veteran or a leader in a corporate or technology area, you’ll have a front row seat to it all.

SitucAMC Team Member Working
Part of a global team

Our US offices

Whether you’re working in one of our Real Estate businesses, or in Technology or a Corporate function, you’ll have plentiful learning opportunities and be greeted by a team who values your contribution. And, when it comes to benefits, you can expect above-and-beyond offerings supporting your emotional, physical and financial wellness.
US - Remote
Client Success - Document Technology Services- US Remote

“I look forward to team meetings, training, development and coaching opportunities. It gives me the interaction with people that I need and appreciate. The more I learn, the more I feel like I can grow with the company. I enjoy coaching others, sharing knowledge gained and finding ways to make our job more efficient.”

Cindy Buchanan

QC Specialist II

“You must treat each client like they are your only client. We put customer service at the forefront of our service offering.”

John Wadle

Director of Servicing Quality Control

“I’m grateful for my ability to adapt because the industry is very fast-paced and always changing. I get put on special projects all the time, which I really like, because it expands my skillset and range of experience. But you need to be able to roll with the punches and stay light on your feet. I’ve done everything from appraisals to modifications to reverse mortgages, which is great, because I’ve always been able to adapt and learn quickly.”

Jon Addison

Senior Analyst

SitusAMC

Who we are

SitusAMC is a leading independent provider of technology, strategic outsourcing, talent and advisory solutions to the commercial and residential real estate finance industries. We help clients identify and capture opportunities in their real estate businesses through industry-leading services and innovative technologies that drive operational efficiency, increase business effectiveness, and improve market agility across the entire lifecycle of their global real estate activity.

Working among the best talent in real estate, you’ll be a part of some of the most relevant things happening in the industry and engage in interesting and exciting work. You’ll be embraced by a culture that celebrates innovative thinking and empowers you to get the job done. Come join us in Powering Opportunity for those we proudly serve.

30+
Years of delivering results
5000+
Professionals
600+
Technologists
25+
Global Offices
1500+
Clients
US - Remote
Client Success - Document Technology Services- US Remote