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Transaction Manager

Financial Planning and AnalysisFinancial Planning and AnalysisFull TimeRemoteTeam 201-500Since 2020H1B SponsorCompany SiteLinkedIn

Location

United States

Posted

7 days ago

Salary

Not specified

No structured requirement data.

Job Description

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more.

Role Description

The Transaction Manager acts as the key point of contact for Clients/Counterparties, Servicers, Vendors, Valuation Providers, etc. and operates as the subject matter expert for internal stakeholders. You will have the opportunity to proactively work to leverage knowledge of the process and contacts across the organization to cure loan defects, analyze trends, and create a feedback loop with stakeholders to help mitigate challenges and recommend solutions.

  • Maintain pipelines, run exceptions reporting, and oversee client rebuttals as needed
  • Build a disciplined and effective process and approach to managing loan purchases and sales, scopes and internal processes
  • Successfully work with departmental ops teams to meet or exceed stated SLAs for transactions
  • Manage every aspect of communication with both internal and external partners to settle whole loan trade settlements and securitizations
  • Create, maintain and deepen relationships with buyers, sellers and counterparties
  • Review and respond to requests from investors to expedite settlements
  • Coordinate with internal groups to bring on new sellers and buyers and coordinate with legal, pricing, and delivery
  • Partner with sellers to understand their needs and create process documents for delivery to ensure strong hand-off including overview of scopes, timeline and deliverable expectation
  • Leverage technology to create database and client reporting as well as scope for due diligence
  • Manage and maintain Rating Agency relationships, vendor contracts, and other business unit contract needs

Qualifications

  • Prior experience in a relevant Transaction Management role, preferably within Due Diligence environment
  • Deep understanding of due diligence scope of work for various kinds of mortgage loans
  • Working knowledge of residential mortgage secondary market transactions required
  • Success consulting with clients, advise multiple interested parties, and execute business objectives on behalf of various stakeholders in a fast-paced, dynamic environment
  • Demonstrated ability to grow or expand service offerings within existing client relationships

Requirements

  • Salary Band: $100,000 - $110,000 (depending on experience)

Benefits

  • Meaningful equity
  • Competitive salary
  • Top-tier medical, dental, and vision insurance
  • Flexible work hours
  • Vacation time

Job Requirements

  • Prior experience in a relevant Transaction Management role, preferably within Due Diligence environment
  • Deep understanding of due diligence scope of work for various kinds of mortgage loans
  • Working knowledge of residential mortgage secondary market transactions required
  • Success consulting with clients, advise multiple interested parties, and execute business objectives on behalf of various stakeholders in a fast-paced, dynamic environment
  • Demonstrated ability to grow or expand service offerings within existing client relationships
  • Salary Band: $100,000 - $110,000 (depending on experience)

Benefits

  • Meaningful equity
  • Competitive salary
  • Top-tier medical, dental, and vision insurance
  • Flexible work hours
  • Vacation time

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