Senior Associate, Warehouse Administration, Finance Operations

Role Overview

• Primary focus on day-to-day operational support of the Warehouse Financing business
• Owns the process of prioritizing and troubleshooting client questions, including communicating status clearly and proactively keeping the client apprised
• Produce, maintain, and enforce solution design standards, use of specification templates/documents and solution formation processes
• Manage and update key documents to support WFS Clients policies & procedures, service level agreements (i.e., performance metrics) and client deliverables.
• Ability to translate term sheets and rules in ProMerit; meet client requirements and deadlines
• Create, participate, and provide feedback in prospective client meetings and internal documentation
• Manage the day-to-day execution of client needs for onshore clients
• Manage time and tasks to Service Level Agreements agreed to with client
• Coordinate across functional teams, Warehouse Administration Services, ProMerit implementation and product specialist teams
• Communicate professionally and timely with clients via conference calls, Teams and email
• Lead client meetings to document business use cases and demonstrate ProMerit functionality
• Exhibit ability to process client requests in a timely manner, pro-actively communicate steps to resolve issues and meet deadlines keeping management informed before a timeline expires
• Liaise with teammates to ensure seamless coverage of all client requirements
• Knowledge share with junior team members to help develop and enhance skills
• Other activities as assigned by your manager

Requirements

• Bachelor’s degree or equivalent from four-year College or technical school or equivalent combination of education and experience
• 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent
• Knowledge of mortgage warehouse lending; including the use and support of the ProMerit technology platform, operational activities, and client services
• Proficient knowledge of ProMerit functionality and use cases or ability to learn ProMerit quickly
• Proficient skills in MS Excel, PowerPoint, Word, WLS and ProMerit (preferred)
• Self-motivated and ability to independently follow items through completion
• 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
• 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 and motivates others to perform well; fosters team cooperation; ensures progress toward goals; acknowledges team accomplishments.
• Understanding of ADO, WLS, and SQL coding a plus
• Ability to work in a highly regulated industry with adherence to internal and external compliance requirements related to AML, funds transfer policies, client confidentiality and data security.

Tech Stack

• SQL

Benefits

• PTO and paid holidays
• Medical, dental, vision, life, disability insurance
• 401K