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Analyst, Warehouse Finance & Custody Solutions

  2025-08-24     Idaho Staffing     Boise,ID  
Description:

Warehouse Financing Business Position

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 will have responsibility for performing day to day operational activities of the Warehouse Financing business and its clients.

Essential Job Functions:

  • Responsible day-to-day execution of all client needs, including uploading data tapes, determining loan eligibility, identifying errors, execution of fundings, margin calls, servicing updates and loan settlements
  • Lead the process of providing direct operational support to external clients and aligning their ongoing business needs with technical and operational solutions
  • Create, participate, and provide feedback in prospective client presentations
  • Manage tasks related to warehouse financing in ProMerit as assigned
  • Oversee professional and timely communication with clients via conference calls, zooms and email
  • Coordinate meetings, send out meeting planners and take notes on calls
  • Execute client requests in a timely manner and meet deadlines
  • Liaise with offshore resources to ensure seamless coverage of all client requirements
  • Collaborate with marketing team to prepare materials for external distribution
  • Other activities as may be assigned by your manager

Qualifications/ Requirements:

  • Bachelor's degree or equivalent from four-year College or technical school or equivalent combination of education and experience
  • Entry level professional with 0-2 years of industry and/or relevant experience, typically at an Analyst level role or external equivalent.
  • Knowledge of the Warehouse Financing Solutions line of business; including use and support of the ProMerit technology platform, warehouse financing operational activities, client services, presentation skills & ability to take on other strategic initiatives.
  • Proficient knowledge of ProMerit functionality and use cases or ability to learn ProMerit quickly or learn new functionality.
  • Familiarity with residential and commercial mortgage warehouse facility structure through business term sheet interpretation
  • Knowledge of mortgage related products, both government agency eligible and non-agency eligible, funding structures such as, commercial paper conduits, participations and VFNs
  • Proficient skills in MS Excel, PowerPoint, Word, WLS and ProMerit (preferred)
  • Knowledge of the mortgage business and previous work on similar products
  • Self-motivated
  • Identifies and resolves problems in a timely manner; gathers and analyzes information skillfully; develops creative or alternative solutions; demonstrates attention to detail; works well in group problem solving situations; uses reason even when dealing with emotional topics.
  • Competent in required job skills and knowledge; exhibits ability to learn and apply new skills; ability to think critically; requires minimal supervision; displays understanding of how job relates to others; uses resources effectively; adapts to new technologies.
  • Effectively expresses ideas and thoughts verbally and in written form; exhibits good listening and comprehension; communicates changes and progress; keeps others adequately informed; selects and uses appropriate communication methods; manages difficult or emotional situations.
  • Balances team and individual responsibilities; exhibits objectivity and openness to other's views; gives and welcomes feedback; contributes to building a positive team spirit; puts success of team above own interests; able to build morale and group commitments to goals and objectives; supports everyone's effort to succeed.
  • 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.
  • Exhibits confidence in self and others; displays willingness to make decisions; inspires


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