Due Diligence Transaction Manager

Consolidated Analytics, Inc.; United States; On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life & Disability Insurances

Job summary

Consolidated Analytics, Inc. is seeking a Due Diligence Transaction Manager to oversee mortgage-related reviews, manage client relationships, and coordinate deliverables across assigned accounts.

You will partner with Operations Managers to meet SLAs, guide reporting to clients and counterparties, and ensure regulatory alignment with RMBS/RA guidance while driving process improvements. Ideal candidates have knowledge of mortgage underwriting and 1–5 years in post-closing due diligence, with

Qualifications

• 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 monthly results to senior management.
• Ability to research, evaluate, and interpret RMBS, SFA, and securitization reporting.
• Excellent organization and time management skills.

Responsibilities

• Partner with Operations Managers to ensure all SLAs are met as outlined in the Client Scope and SOW.
• Manage all processes and communication related to loan reviews and transactions for applicable Clients.
• Ensure all internal hand-offs are completed within timelines.
• Direct communication of progress and results to Clients.
• Produce and deliver all reporting to Clients and Counterparties as defined in SOW or SLA.
• Maintain knowledge of RA guidance and regulatory updates and ensure reviews align with requirements.
• Ensure quality and timeliness of client-facing reporting and communication.
• Communicate client feedback to internal teams, including tech and reporting changes.
• Maintain sense of urgency to meet deadlines and drive results.
• Contribute to process and system updates to meet client expectations.
• Oversee reporting deliveries for clients/counterparties, including reliance letters and securitization reporting.

Skills

Communication

Meeting facilitation

Time management

Client communication

RMBS analysis

Regulatory knowledge

Organization

Education

Bachelor’s degree in finance or related field

Job description

The Due Diligence Transaction Manager is responsible for the management and oversight of Due Diligence transactions and the day-to-day management of client relationships, including all client communication and deliverables, and for overseeing all 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 all internal and external processes and communication related to loan reviews and transactions for applicable Clients
• Ensure all internal hand-offs are completed within timelines
• 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
• Ability to understand Due Diligence business needs, Rating Agency, and Regulatory guidance, and adjust scope and review process if deficiencies are identified. Maintain ongoing knowledge of all RA guidance and regulatory updates, and ensure reviews/scope are aligned with current RA and regulatory requirements
• 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 the system, etc.
• Sense of urgency and ability to meet or exceed all deadlines
• Contribute to process and system updates; look for ways to improve processes to meet client expectations
• Oversee/manage all reporting deliveries for applicable clients/counterparties, including reliance letter and securitization reporting

Qualifications

The ideal candidate will have a 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 effectively 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 to influence others within the organization to drive results.

Benefits

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