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Senior Associate, Warehouse Finance & Custody Solutions in Remote (14569)

Job DescriptionJob Attributes+

  • Job ID


  • Job Category


  • Business Unit

    Residential Real Estate

  • Job Location

    Remote Location


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!
The Senior Associate, Warehouse Finance & Custody Solutions is responsible for supporting the growth of the Warehouse Financing & Custody Solutions department. This person will continually collaborate on business strategy focused on financial gain, client satisfaction, and alignment with corporate initiatives. Accountable to organize and create proposals and presentations, manage work tasks, communicate effectively with internal and external stakeholders, and support the business team. This person must be proactive, able to take guidance and general direction to perform and follow up on tasks effectively while quickly meeting deliverables.

This role performs the following duties personally or through SitusAMC department supervisors and representatives. This role will be responsible for supporting the execution of SitusAMC strategies across the Warehouse Financing & Custodial Solutions Team as directed by Senior Leadership.

Essential Job Functions:
  • Assists in writing and managing proposals/statements of work/contracts for products and services in conjunction with internal SitusAMC Teams
  • Meets with existing & potential clients to identify opportunities for promoting, upselling, and cross-selling products and services
  • Oversees coordination of product/service demonstrations for prospective clients
  • Works with clients to communicate and overview new service offerings as potential opportunities of interest
  • Grows the business through the development of new leads and contacts
  • Builds business relationships with current and potential clients
  • Develops and executes sales and marketing strategies to grow business
  • Maintains and updates sales, marketing, and business development documentation and system of records
  • Reviews market research to anticipate competition and market trends and translate client attitudes into new strategic directions
  • Assists with marketing and promotional projects
  • Collaborates with management on sales goals
  • Arranges business meetings with existing and prospective clients
  • Supports the team with other responsibilities as required
  • Keep organized records of data and documentation
  • Other activities as may be assigned.
Qualifications/ Requirements:
  • Bachelor's degree from four-year accredited college or university or equivalent combination of education and experience
  • Master’s degree in related field preferred
  • Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent.
  • 3 or more years’ experience in mortgage industry- highly preferred
  • Experience with CRM software
  • Proficiency in MS Office, Excel, PowerPoint, OneNote, Teams
  • Excellent multitasking skills
  • Ability to time manage and prioritize tasks
  • Excellent verbal and written communication skills
  • Ability to create materials and present to a variety of audiences
  • Strong organizational and time management skills
  • Ability to work under pressure and adapt to competing/changing priorities to align work with strategic goals
  • Experience with contract writing and organization
  • Strong customer service skills
  • Ability to sell value and create credibility
  • Ability to maintain a high level of professionalism and confidentiality
  • Enthusiastic to build good relationships with people
  • Ability to work well in a team environment, as well as complete individual assignments
  • Understands business implications of decisions and displays orientation to profitability
  • Demonstrates knowledge of market and competition
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 or remote environment with frequent computer, mouse, keyboard, and phone use
  • Alternating between sitting or standing as needed
  • Hearing, talking, reaching, grasping

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.

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.
Job Location: Remote, RE, USA
Country: USA
The annual full time base salary range for this role is ($57,000 - $108,000). 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.

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.
Senior Associate, Warehouse Finance & Custody Solutions

“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


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.

Years of delivering results
Global Offices
Senior Associate, Warehouse Finance & Custody Solutions