Transaction Management Associate

This is a fully remote position, open to applicants in United States.

📋 Description

• Collaborate with the Capital Markets trade desk and loan delivery teams for sales related to loans and servicing.

• Address transaction issues and offer suggestions for operational enhancements.

• Assess finalized loan files for accuracy, completeness, and compliance with investor, agency, and regulatory standards.

• Highlight high-risk concerns and propose corrective measures.

• Reconcile investor purchase advice and evaluate execution against expectations.

• Oversee the post-closing pipeline and key quality indicators.

• Detect trends, identify process gaps, and determine root causes.

• Collaborate with leadership to implement improvements that boost efficiency and decrease defects.

• Supervise collateral reports, engage with custodians, and address collateral issues.

• Analyze changing post-closing and secondary-market guidelines and convert requirements into procedures and job aids.

• Act as the primary contact for escalated post-closing inquiries, investor suspense items, and exception requests.

• Ensure clear and timely communication, along with diligent follow-through.

• Report directly to the Transaction Manager, Mortgage Capital Markets.

• Collaborate across functional teams to uphold controlled operational processes that support loan placement and targeted gain-on-sale margins.

⛳️ Requirements

• Bachelor’s degree in Business, Finance, or a related discipline.

• Over 3 years of experience in mortgage operations, particularly in post-closing, funding, shipping, or secondary-market delivery.

• Proficient in reviewing closed loan files for completeness and adherence to investor or agency standards in a high-volume setting.

• Strong analytical abilities and keen attention to detail.

• Excellent communication and presentation capabilities.

• Ability to work efficiently in a team environment to enhance outcomes.

• Highly skilled in MS Office applications.

• Capacity to manage multiple tasks and thrive in a fast-paced, constantly evolving, data-driven organization.

🏝️ Benefits

• Opportunity for remote work from a location of choice without a permanent corporate office.

• U.S. employees can reside in any of the 50 states, with some exceptions.

• Flexible distributed work facilitated through Cloud HQ.

• Commitment to equal employment opportunities and workplace accommodation support.