Diligence Manager jobs in United States
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Setpoint · 1 day ago

Diligence Manager

Setpoint is a company providing critical infrastructure for relationships between banks, credit funds, and capital markets. As a Diligence Manager, you will oversee a team ensuring smooth execution of client engagements while balancing people management and operational excellence.

FinTechInformation TechnologyProperty ManagementSaaSTransaction Processing

Responsibilities

Lead and manage the diligence team, setting priorities across incoming deals
Oversee client relationships, ensuring high-quality service delivery and satisfaction
Support new client onboarding, including mapping tapes, guideline acceptance, and setup
Partner with analysts to ensure client guidelines are programmed correctly
Collaborate with engineering to address bugs, implement fixes, and roll out new features
Provide quality control (QC), reporting, and system testing support
Act as an escalation point for client issues, including calls and emails
Drive continuous improvement of diligence processes and team performance

Qualification

Credit operationsPeople managementClient relationship managementProcess improvementCross-functional collaborationTeam culture buildingCoaching for performanceTroubleshooting

Required

10+ years of experience in credit, mortgage operations, or real estate finance, with 2+ years of direct people management
Familiarity with collateral review, tape diligence, underwriting documentation, and secondary loan market practices
Proven ability to prioritize across a high-volume deal pipeline without dropping the ball
Experience managing client-facing workflows and troubleshooting issues in real time
Comfort working across functions, especially with engineering, product, and QA
Track record of building team culture, coaching for performance, and driving accountability
Ability to spot inefficiencies and redesign processes for clarity, speed, and scale

Company

Setpoint

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Infrastructure for the future of asset-based lending. Our platform unlocks speed, efficiency and accuracy for borrowers and lenders.

Funding

Current Stage
Growth Stage
Total Funding
$79.5M
Key Investors
645 VenturesAndreessen Horowitz
2024-08-13Series B· $31M
2022-12-07Series A· $43M
2021-07-01Seed· $5.5M

Leadership Team

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Jonathan Stein
Advisor to CEO
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Ben Rubenstein
Co-Founder & President
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Company data provided by crunchbase