Transaction Manager jobs in United States
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Consolidated Analytics · 1 week ago

Transaction Manager

Consolidated Analytics is seeking a Transaction Manager who will be responsible for managing Due Diligence projects and maintaining strong client relationships. This role involves overseeing transaction-related activities, ensuring timely communication, and producing necessary reports for clients and counterparties.

AnalyticsFinancial ServicesManagement ConsultingOutsourcingReal Estate
Hiring Manager
John Rieger
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Responsibilities

Partner with Operations Managers to ensure all SLAs are met as outlined in the Client Scope and Statement of Work
Manage all internal and external processes and communication related to loan review and transactions for applicable Clients
Ensure all internal hand-offs are completed within timelines
Direct communication of progress and results to Clients
Produce and provide all reporting to Clients and Counterparties as defined in the Statement of work or service level agreement
Ability to understand Due Diligence business needs, Rating Agency and Regulatory guidance, and adjust scope and review process if deficiencies identified
Responsible for the quality and timeliness of client-facing reporting and communication
Effectively communicate any client feedback to applicable internal parties. This includes technology-based initiatives, reporting changes needed, script changes in system, etc
Sense of urgency and ability to meet or exceed all deadlines
Contribute to reporting updates; look for ways to improve report outputs to meet client expectations
Oversee/manage all reporting deliveries for applicable clients/counterparties. This includes Reliance letter and securitization reporting
Maintain ongoing knowledge of all RA guidance and regulatory updates and ensure reviews/scope is aligned with current RA and regulatory requirements

Qualification

Mortgage underwriting guidelinesCreditCompliance Due DiligenceClient communicationManagement reportingResearchEvaluationTime managementOrganizational skillsFacilitation skills

Required

Bachelor's degree in Finance, Accounting, Economics or related field required or experience in managing a quality control department
5+ years managing Secondary Market Due Diligence projects
Expert knowledge around Credit and Compliance Due Diligence requirements
Excellent written and verbal communication skills
Ability to effectively facilitate meetings, develop management reports and to report out the monthly results to senior management
Ability to research, evaluate, and interpret results and to effectively communicate these to determine trends
Excellent organization and time management skills
Ability to interface confidently with clients and to influence others within the organization to drive results

Benefits

Medical Insurance
Dental Insurance
Vision Insurance
Life & Disability Insurances

Company

Consolidated Analytics

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Consolidated Analytics provides mortgage Business Services; Property Valuation; Asset Due Diligence; Consulting & Advisory.

Funding

Current Stage
Late Stage

Leadership Team

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Arvin Wijay
Chief Executive Officer | Managing Partner
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Brian Gehl
Founder - President
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Company data provided by crunchbase