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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in loan accounting and investor reporting, utilizing the SBO software platform to deliver high-quality solutions. Proficient in data management, remittance reconciliation, and client communication, with strong analytical and problem-solving skills.
Highest-signal resume keywords
Loan AccountingInvestor ReportingSBO SoftwareAdvanced Microsoft ExcelSQL Query Development
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Loan AccountingInvestor AccountingInvestor ReportingData ManagementRemittance ReconciliationSQL Query DevelopmentDatabase ModelsSoftware TestingAnalytical SkillsAttention to Detail
Soft Skills
Interpersonal SkillsCommunication SkillsProactivityProblem-SolvingFollow-Up Skills
Tools & Technologies
SBO SoftwareMicrosoft ExcelOracleSQL Server
Industry Keywords
AccountingFinanceAdjustable-Rate MortgageCustodial AccountsClient Implementation
Tech Stack
Tools & technologiesOracleSQL
About the role
Key responsibilities & impact- Provide loan accounting and investor reporting services to SitusAMC’s clients using the SBO software platform
- Assist clients with data management, remittance reconciliation, loan accounting, and key pool accounting and/or master servicing functions
- Create and provide reports throughout the product lifecycle
- Test new system features
- Support client implementation efforts
- Coordinate with SitusAMC implementation and support teams to respond to client needs
- Work directly with Assistant Vice President or above of Business Solutions and Support Management
- Interact directly with clients to deliver solutions across technology and accounting services teams
- Execute client loan accounting and investor reporting functions utilizing SBO
- Perform remittance processing in support of client implementation and conversion functions
- Communicate with clients by phone, email, or other means as a front-line point of contact
- Provide ongoing system and business support, including researching and resolving production issues
- Direct loan accounting and system functionality testing to validate new development initiatives and client execution
- Recommend business process improvements based on product, service, and system knowledge
- Conduct user training and maintain and update documentation and training materials with the technology services training organization
- Perform other related activities as assigned by the manager
Requirements
What you’ll need- Bachelor’s degree in accounting or finance or equivalent combination of education and experience
- 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent
- 3+ years of experience in loan accounting, investor accounting, or investor reporting functions strongly preferred
- Strong math and analytical skills
- Advanced Microsoft Excel skills, including manipulating large volumes of data
- Effectiveness and proactivity in seeking detailed information or data impacting clients or clarifying client-reported problems
- Strong interpersonal skills, analytical skills, attention to detail, and follow-up skills
- Excellent verbal and written communication skills in individual and group settings
- Experience with SBO loan accounting system a plus
- Ability to read and parameterize adjustable-rate mortgage (ARM) notes
- Experience working with software development teams
- Strong understanding of database models and table relationships
- Ability to develop and execute basic SQL queries in Oracle and/or SQL Server
- Experience testing software enhancements or bug fixes
- Understanding of and ability to reconcile custodial accounts
- Self-directed and motivated to deliver high-quality solutions and services
Benefits
Comp & perks- Discretionary bonus eligibility for certain positions, subject to bonus program guidelines, position eligibility, and management approval
- Paid time off (PTO)
- Paid holidays
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- Disability insurance
- 401K participation