Due Diligence Transaction Manager

Overview

The Due Diligence Transaction Manager is responsible for managing and overseeing Due Diligence transactions and for the day-to-day management of client relationships, including client communication and deliverables. This role also oversees transaction-related activity for assigned clients and applicable counterparties.

Responsibilities

• Partner with Operations Managers to ensure all SLAs are met as outlined in the Client Scope and Statement of Work.
• Manage internal and external processes and communication related to loan reviews and transactions for applicable clients.
• Ensure internal hand-offs are completed within timelines.
• Provide direct communication of progress and results to clients.
• Produce and deliver all reporting to clients and counterparties as defined in the Statement of Work or service level agreement.
• Understand Due Diligence business needs, Rating Agency (RA), and Regulatory guidance; adjust scope and review process if deficiencies are identified.
• Maintain ongoing knowledge of all RA guidance and regulatory updates, ensuring reviews and scope align with current RA and regulatory requirements.
• Ensure quality and timeliness of client-facing reporting and communication.
• Communicate client feedback to applicable internal parties, including technology-based initiatives, required reporting changes, and script changes in the system.
• Maintain a sense of urgency and ability to meet or exceed all deadlines.
• Contribute to process and system updates and identify opportunities to improve processes to meet client expectations.
• Oversee and manage all reporting deliveries for applicable clients and counterparties, including reliance letter and securitization reporting.

Qualifications

• Thorough knowledge of mortgage underwriting guidelines and experience in managing the post-closing Due Diligence process.
• Bachelor’s degree in finance, Accounting, economics, or related field, or recent experience in Third Party Due Diligence Transaction Management.
• 1-5 years of Secondary Market/RMBS Due Diligence management experience.
• Expert knowledge of new origination mortgage loan Due Diligence methodology and requirements.
• Excellent written and verbal communication skills.
• Ability to facilitate meetings, develop management reports, and report out the monthly results to senior management.
• Ability to research, evaluate, and interpret RMBS, SFA, and securitization reporting.
• Excellent organization and time management skills.
• Ability to interface confidently with clients and influence others within the organization to drive results.

Compensation & Benefits

• Medical Insurance
• Dental Insurance
• Vision Insurance
• Life & Disability Insurances