Senior Associate, Warehouse Finance

2 weeks ago


Charleston, United States West Virginia Staffing Full time

Senior Associate, Warehouse Finance & Custody SolutionsSitusAMC 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. 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 teamThe 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 TeamsMeets with existing & potential clients to identify opportunities for promoting, upselling, and cross-selling products and servicesOversees coordination of product/service demonstrations for prospective clientsWorks with clients to communicate and overview new service offerings as potential opportunities of interestGrows the business through the development of new leads and contactsBuilds business relationships with current and potential clientsDevelops and executes sales and marketing strategies to grow businessMaintains and updates sales, marketing, and business development documentation and system of recordsReviews market research to anticipate competition and market trends and translate client attitudes into new strategic directionsAssists with marketing and promotional projectsCollaborates with management on sales goalsArranges business meetings with existing and prospective clientsSupports the team with other responsibilities as requiredKeep organized records of data and documentationOther activities as may be assigned.Qualifications/Requirements:Bachelor's degree from four-year accredited college or university or equivalent combination of education and experienceMaster's degree in related field preferredExperienced 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 preferredExperience with CRM softwareProficiency in MS Office, Excel, PowerPoint, OneNote, TeamsExcellent multitasking skillsAbility to time manage and prioritize tasksExcellent verbal and written communication skillsAbility to create materials and present to a variety of audiencesStrong organizational and time management skillsAbility to work under pressure and adapt to competing/changing priorities to align work with strategic goalsExperience with contract writing and organizationStrong customer service skillsAbility to sell value and create credibilityAbility to maintain a high level of professionalism and confidentialityEnthusiastic to build good relationships with peopleAbility to work well in a team environment, as well as complete individual assignmentsUnderstands business implications of decisions and displays orientation to profitabilityDemonstrates knowledge of market and competition


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