Document Technology Client Specialist
Listed on 2026-01-26
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Business
Data Analyst, Business Development
Overview
Situs
AMC 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 Situs
AMC, 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 Situs
AMC’s business serving internal groups and external clients with document technology solutions. This role performs the following duties personally or through Situs
AMC department supervisors and representatives. This role will ensure that client relations are positive experiences which increases their satisfaction with Situs
AMC products and services. This role will also be responsible for fulfilling and monitoring the delivery of document technology products, services, and programs to Situs
AMC clients using OCR, AI, Acuity, Doc Acuity, 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 Doc Acuity clients. An understanding of Situs
AMC operations, products and services, client needs, as well as some industry knowledge is required for this role.
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 Situs
AMC internal partners to manage the quality delivery of all services provided to the clientPromotes services to existing clients
Consults with internal teams and communicates client and market requirements/product features
Other activities as may be assigned by your manager
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
#LI-AS1 #LI-Remote
Note:
This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. Situs
AMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to Situs
AMC in any manner will be considered Situs
AMC property, and Situs
AMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$52,000.00 - $70,000.00
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…
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