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Tech Stack
Tools & technologiesSQL
About the role
Key responsibilities & impact- 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
What you’ll need- 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.
Benefits
Comp & perks- PTO and paid holidays
- Medical, dental, vision, life, disability insurance
- 401K
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
ProMeritMS ExcelPowerPointWordWLSSQLproblem solvingcritical thinkingdata analysisattention to detail
Soft Skills
self-motivatedcommunicationteam cooperationadaptabilitydecision makingtime managementclient managementleadershiplisteningcreativity
