Senior Associate, Finance Solutions

Job Summary

A company is looking for a Senior Associate, Warehouse Finance & Custody Solutions.

Key Responsibilities

• Assist in writing and managing proposals and contracts for products and services
• Meet with clients to identify opportunities for promoting and upselling products and services
• Develop and execute sales and marketing strategies to grow the business

Required Qualifications

• Bachelor's degree from an accredited college or university or equivalent experience
• Master's degree in a related field preferred
• 5+ years of industry experience, with at least 1 year in an Associate level role
• 3 or more years of experience in the mortgage industry is highly preferred
• Experience with CRM software and proficiency in MS Office applications