Document Technology Client Specialist

Join SitusAMC

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 new role in a growing part of SitusAMC's business serving internal groups and external clients with document technology solutions. This role performs the following duties personally or through SitusAMC department supervisors and representatives. This role will ensure that client relations are positive experiences which increases their satisfaction with SitusAMC products and services. This role will also be responsible for fulfilling and monitoring the delivery of document technology products, services, and programs to SitusAMC clients using OCR, AI, Acuity, DocAcuity, or other tools. Duties include working directly with clients and internal partners/departments to ensure document technology clients are receiving desired services timely and with quality. Document technology offerings include but are not limited to executing on document classification services, delivery of data extraction services, delivering documents and data to clients via agreed upon portals, or powering other document enabled offerings that may power a secondary market transaction. They may also include supporting DocAcuity clients. An understanding of SitusAMC operations, products and services, client needs, as well as some industry knowledge is required for this role.

Essential Job Functions

Acts within alignment of security roles.

Work with other departments to ensure clients are experiencing a positive partnership

Develops and maintains client working relationships

Diligent contact/follow up with clients and internal partners

Acts as external client advocate with internal partners

Liaise and communicate progress between sr. management and other internal team members and stakeholders

Facilitates service orders with clients which may include delivery of document, data, or other reporting

Monitors production throughput and quality of outputs to ensure client service levels are met or exceeded

Works with client and SitusAMC internal partners to manage the quality delivery of all services provided to the client

Promotes services to existing clients

Consults with internal teams and communicates client and market requirements/product features

Qualifications/ Requirements

Bachelor's degree in related field or equivalent combination of education and experience. Intermediate-level support staff with 2-4 years of relevant experience. Two to three years' experience in mortgage industry preferred. Prioritizes and plans work activities. Time management skills. Gathers and analyzes information skillfully. Expresses ideas and thoughts verbally and written forms. Exhibits good listening and comprehension.