52 applicants

Company

Hometap · 11 hours ago

Transaction Manager

United States

Full-time

Remote

Senior Level

7+ years exp

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Financial Services

Growth Opportunities

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Responsibilities

Partner with the Director of Structured Products on the end to end execution of structured finance transactions, including activities such as:

Create transaction timelines and responsibilities plans, and track internal and external deliverables to successful completion

Review all transaction documentation

Set up 17g-5 site and post files for rating agencies and review presale reports

Liaise with internal partners on creation of the data tape(s) and data dictionaries

Support third party due diligence process to completion; review diligence reports for accuracy

Oversee preparation of the ABS Form 15G filing

Assist in preparation of marketing materials by Hometap and dealer

Assist in completion of escrow agreements with financing partners/trustees

Document key terms, Hometap obligations, pricing and investor participation for each transaction

Support negotiation of asset sale, financing, and other capital facilities including preparation and review of term sheets, reviewing long form agreements, and coordinating cross-functional review of mechanics

Perform HEI securitization market research, supporting strategic development of product and capital transaction structures

Provide post-closing support for securitizations and other Capital transactions

Support Rating Agency and dealer periodic due diligence review process

Create detailed securitization process checklist and document procedures for key tasks

Assist in managing relationships with key transaction parties (e.g. rating agencies, backup servicer, trustee, custodian, accountants, counsel, bankers)

Support ad hoc review of capital facility related matters including researching various economic, covenant, notice and other key terms

Qualification

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Rule 144A ABSRMBSSecuritizationCapital markets agreementsDue diligenceExcelWordPPTGoogle Slides

Required

7+ years experience planning and executing issuance of Rule 144A ABS or RMBS, preferably for an originator or aggregator

Fluency in structure, key concepts, and documentation used in securitization and asset sale and financing transactions

Experience negotiating capital markets agreements (note purchase agreements, offering documents, term sheets, asset sale and servicing agreements) and familiarity with key risks and mitigation strategies

Experience in preparing securitization offering documents and overseeing processes including preparation of third party due diligence reports and preparation of Rule 15G filings; Rule 17G compliance requirements; reviewing rating agency presale reports, AUP letters, custodial certificates and securitization documentation

Good understanding of key operational tasks in transactions and impacts on successful closings

Understanding of roles and responsibilities of capital markets participants (e.g., rating agencies, custodians, law firms, auditors, servicers, diligence firms, dealers)

Experience overseeing routine rating agency originator/servicer/aggregator review, including review of operational assessment

Experience in Excel, Word and various presentation tools (PPT, Google Slides, etc.) to support the creation and management of work products such as transaction timelines, deal documentation, investor presentations and due diligence materials

Strong collaborator who can build relationships externally and across the organization

Strong communication skills and exposure to senior leadership

Comfortable working in a fast paced, dynamic environment, and able to adapt quickly to changing priorities