Jobs · Management · Kansas

Associate, Insurance Operations

SitusAMC · Overland Park, KS · 1 mo ago
Management$60k–$75k/yrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Remove boilerplate, EEO, etc. Also remove job ID etc. Must preserve all substantive info. We need to parse the posting. First paragraph: "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!" That's about the role/company. Could be "About the role" or "About SitusAMC". We'll use "About the role". Provide

with that content. Next: "This role must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support. Also responsible for mentoring junior staff." That's responsibilities. Then "Essential Job Functions" list: many bullet-like sentences. We'll treat as responsibilities list. We need to extract each duty as

  • . List: - Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information. - Manage communication (both oral and written) with various internal and external clients, insurance agents/brokers regarding various questions (both routine and exceptions) related to the proper servicing of the client’s CRE loans. - Independently proof transactions (both cash and non-cash) for premium processing in adherence with loan terms, servicing agreements and established servicing standards. - Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties. - Generate (or oversee and supervise the generation of) source data (including the posting of transactions) within the servicing system assuring an accurate, current representation of the borrower’s outstanding obligations to the lender are reflected within the servicing system. - Summarize research, as needed, to comprehensively respond to inquiries from borrowers, lenders, audit, rating agency and other authorized stakeholders. - Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the insurance exceptions, coverages and/or premiums. - Ensure compliance against servicing standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing. - Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime, when necessary, to meet client deadlines. - Recommend process rationalization and efficiency initiatives affiliated with job responsibilities. - Assist in compiling various internal reports and assist the asset managers and the portfolio management team with reporting to the client. - Candidate will be assigned responsibilities with a specialized team within servicing focusing on (but not limited to) insurance administration. - Such other activities as may be assigned by your manager. We'll include these as
  • under Responsibilities. Now Qualifications/Requirements section: "Qualifications/ Requirements Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent.Associates degree in accounting, finance, real estate, business, or equivalent level of education and experience.Practiced in learning new tasks and achieving goals while demonstrating profession behaviors.Some leadership experience with small groups or peers is preferable.Demonstrate the ability to identify a potential problem or issue and take appropriate proactive action.Experience with excel, able to utilize multiple formulas and macros.Excellent written, verbal and electronic communication skills.Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced.Ability to manage multiple priorities and meet multiple deadlines with minimum supervision.Responsibilities occasionally may require an adjusted work schedule, working more than a traditional 8hour day, and working evening/weekend hours to meet deadlines.Some periodic travel (overnight stays) may be required, with subsequent reimbursements of expenses." We need to separate Qualifications and Requirements maybe but we can combine. The instruction: Use headings for sections like Qualifications, Skills, etc. We have qualifications list; we could put under "Qualifications". Also "Requirements" maybe same. We'll just have a "Qualifications" section with
    • items. List items: - Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent. - Associates degree in accounting, finance, real estate, business, or equivalent level of education and experience. - Practiced in learning new tasks and achieving goals while demonstrating professional behaviors. - Some leadership experience with small groups or peers is preferable. - Demonstrate the ability to identify a potential problem or issue and take appropriate proactive action. - Experience with excel, able to utilize multiple formulas and macros. - Excellent written, verbal and electronic communication skills. - Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced. - Ability to manage multiple priorities and meet multiple deadlines with minimum supervision. - Responsibilities occasionally may require an adjusted work schedule, working more than a traditional 8‑hour day, and working evening/weekend hours to meet deadlines. - Some periodic travel (overnight stays) may be required, with subsequent reimbursements of expenses. Note: The last two about schedule and travel could be considered under Schedule or Benefits? But they are part of qualifications/requirements. We'll keep them there. Now Pay: "The annual full time base salary range for this role is $60,000.00 - $75,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval." We need Pay section only if posting actually states them. Yes, salary range given. So we create

      Pay

      with

      containing that info. We should not include boilerplate like "Pay Transparency Nondiscrimination Provision" etc. Remove that. Benefits: "SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans." We'll create Benefits section with

      • items: PTO and paid holidays; medical, dental, vision, life, disability insurance; 401K. Could combine. Schedule: Not explicitly given besides mention of adjusted work schedule, evening/weekend hours, periodic travel. That's more about requirements. No explicit schedule like "Monday-Friday 9-5". So we should not create a Schedule section unless posting actually states them. It does not give specific schedule; only mentions occasional adjusted schedule. So we omit Schedule section. Now we need to remove boilerplate: EEO, etc. Also remove "Note: This job description is not intended to be all inclusive..." etc. Also remove "SitusAMC does not accept unsolicited resumes..." etc. Also remove "Pay Transparency Nondiscrimination Provision" and EEO statement. Now produce HTML fragment. Structure:

        About the role

        ...

        Responsibilities

        • ...
        • ...

        Qualifications

        • ...
        • ...

        Pay

        ...

        Benefits

        • ...
        • ...
        Make sure no extra whitespace issues. Let's craft the About the role paragraph: combine the first paragraph(s). Could be: "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!" That's fine. Now Responsibilities list: we need to ensure each item ends with a period. Let's list them exactly as in text. 1. Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information. 2. Manage communication (both oral and written) with various internal and external clients, insurance agents/brokers regarding various questions (both routine and exceptions) related to the proper servicing of the client’s CRE loans. 3. Independently proof transactions (both cash and non-cash) for premium processing in adherence with loan terms, servicing agreements and established servicing standards. 4. Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties. 5. Generate (or oversee and supervise the generation of) source data (including the posting of transactions) within the servicing system assuring an accurate, current representation of the borrower’s outstanding obligations to the lender are reflected within the servicing system. 6. Summarize research, as needed, to comprehensively respond to inquiries from borrowers, lenders, audit, rating agency and other authorized stakeholders. 7. Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the insurance exceptions, coverages and/or premiums. 8. Ensure compliance against servicing standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing. 9. Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime, when necessary, to meet client deadlines. 10. Recommend process rationalization and efficiency initiatives affiliated with job responsibilities. 11. Assist in compiling various internal reports and assist the asset managers and the portfolio management team with reporting to the client. 12. Candidate will be assigned responsibilities with a specialized team within servicing focusing on (but not limited to) insurance administration. 13. Such other activities as may be assigned by your manager. Now Qualifications list: - Experienced professional with 5+ years of industry and/or relevant experience, typically with 1+ years in an Associate level role or external equivalent. - Associates degree in accounting, finance, real estate, business, or equivalent level of education and experience. - Practiced in learning new tasks and achieving goals while demonstrating professional behaviors. - Some leadership experience with small groups or peers is preferable. - Demonstrate the ability to identify a potential problem or issue and take appropriate proactive action. - Experience with excel, able to utilize multiple formulas and macros. - Excellent written, verbal and electronic communication skills. - Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced. - Ability to manage multiple priorities and meet multiple deadlines with minimum supervision. - Responsibilities occasionally may require an adjusted work schedule, working more than a traditional 8‑hour day, and working evening/weekend hours to meet deadlines. -
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