Transaction Manager

JOB SUMMARY: 

The Transaction Manager at Maxwell Diligence acts as the key point of contact for Clients/Counterparties, Servicers, Vendors, Valuation Providers, etc. and operates as the subject matter expert for internal stakeholders. You will have the opportunity to proactively work to leverage knowledge of the process and contacts across the organization to cure loan defects, analyze trends, and create a feedback loop with stakeholders to help mitigate challenges and recommend solutions.

JOB DUTIES & RESPONSIBILITIES:

  • Maintain pipelines, run exceptions reporting, and oversee client rebuttals as needed
  • Knowledge and ability to prepare securitization report sets, 15E/15G filings, and reliance letters
  • Build a disciplined and effective process and approach to managing loan purchases and sales, scopes and internal processes
  • Successfully work with departmental ops teams to meet or exceed stated SLAs for transactions
  • Manage every aspect of communication with both internal and external partners to settle whole loan trade settlements and securitizations
  • Create, maintain and deepen relationships with buyers, sellers and counterparties
  • Review and respond to requests from investors to expedite settlements
  • Coordinate with internal groups to bring on new sellers and buyers and coordinate with legal, pricing, and delivery
  • Partner with sellers to understand their needs and create process documents for delivery to ensure strong hand-off including overview of scopes, timeline and deliverable expectation
  • Leverage technology to create database and client reporting as well as scope for due diligence
  • Manage and maintain Rating Agency relationships, vendor contracts, and other business unit contract needs

SUPERVISORY RESPONSIBILITIES: 

  • Participates in the recruiting and interviewing of new staff.
  • Manage a team of Transaction Coordinators.
  • Oversees the daily workflow of the department.
  • Provides constructive and timely performance evaluations. 

SKILLS & ABILITIES:

  • Success consulting with clients, advise multiple interested parties, and execute business objectives on behalf of various stakeholders in a fast-paced, dynamic environment
  • Demonstrated ability to grow or expand service offerings within existing client relationships

RELEVANT EXPERIENCE:

  • Prior experience in a relevant Transaction Management role, preferably within Due Diligence environment
  • Deep understanding of due diligence scope of work for various kinds of mortgage loans
  • Working knowledge of residential mortgage secondary market transactions required

Not sure you meet all of our ideals? We’re a company focused on capabilities and
would still love to hear from you, so please apply!


WHO WE ARE...


Maxwell was founded in 2015 by homebuyers who were shocked by the complexity
and inefficiencies of the mortgage process for borrowers and lending teams alike.


We’ve created a platform that has not only streamlined the process and made it
more efficient - closing loans 45%+ faster - but has made mortgages more accessible
in the process. Our mission is clear: democratize mortgage by helping lenders work
more efficiently and stay compliant while eliminating the barrier to entry and the
stress for the borrower.


We are a company focused on a supportive, diverse, and inclusive culture - live
through our values of Rigor, Ownership, Curiosity, Kindness, and "Straight Up" - to
bring equality to the mortgage process and spread financial empowerment.
Intrigued? Read on and say hello!



WHAT WE OFFER YOU


An opportunity to be a key part of an agile team of thinkers and doers collaborating
to change a multi-trillion dollar industry. We offer meaningful equity at a growth
stage company, a competitive salary, top-tier medical, dental and vision insurance,
and flexible work hours and vacation time. Here are our awesome benefits in black
and white:


● Competitive pay and meaningful equity as an employee at a fast-growing,
venture-backed company. We want you to participate and make decisions as an
owner with our future in mind


● Employee-centric environment - initiatives in place to create an environment of
belonging and inclusion and career path plans based on achievable goals and not
tenure or nepotism.


● A 401(k) and top-tier insurance plans to select from along with a FSA and HSA
where you can set aside pre-tax money for out-of-pocket expenses


● Flexible time off plus all 11 major holidays and 2 floating holidays for your birthday,
religious holiday or other special day of your choice


● Two volunteer days - paid days off to volunteer each year at the charity of your
choosing


● An “Even Merrier Holidays” when we shut down the office between Christmas and
New Years so you can enjoy more time with your loved ones


● A powder ski day for that one day when you’ve just got to hit the slopes with no
lift lines


OUR APPLICATION PROCESS
At Maxwell, we value our differences, and we encourage all—especially those whose
identities are traditionally underrepresented in tech organizations—to apply. Maxwell is
an equal opportunity employer. We do not discriminate on the basis of race, religion,
color, gender expression or identity, sexual orientation, national origin, citizenship, age,
marital status, veteran status, disability status, or any other characteristic protected by
law. If you require further accommodations or have questions regarding accessibility of
our roles, please reach out to peopleops@maxwell.com. All employment decisions at
Maxwell are based on a person's merit, business needs, and role requirements.
At Maxwell, we're looking for candidates with great experience and alignment with our
core values. This is a full-time, salaried role based in Denver, CO. While we appreciate the
interest, we are not accepting opportunities from contingency staffing agencies.


The pay range for this role is:

105,000 - 110,000 USD per year (Maxwell HQ - Denver)

Maxwell Diligence

Denver, CO

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