Transaction Management Analyst

Redwood Trust, Inc.; Englewood (CO); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Bonus program

Health plans

Life insurance

Paid time off

401(k) match

Fitness reimbursement

Job summary

Redwood Trust, Inc. in Englewood, Colorado, seeks a Transaction Management Analyst to support residential mortgage purchase, sale, and securitization workflows. You will handle documentation, data tracking, and administrative coordination to keep transactions moving smoothly.

No mortgage experience required, but a finance or business background helps. The role emphasizes organization, attention to detail, and strong Excel and written/verbal communication.

Qualifications

• Bachelor's degree in Finance, Business, or related field (or equivalent).
• No mortgage industry experience required; internship or coursework is a plus.
• Strong organizational skills and high attention to detail.
• Clear written and verbal communication.
• Ability to manage repetitive, detail-oriented tasks within deadlines.
• Strong sense of ownership and follow-through.
• Team-oriented mindset with the ability to work with internal and external contacts.

Responsibilities

• Maintain and update transaction tracking spreadsheets and logs with current status information.
• Assist in collecting, organizing, and filing loan due diligence documentation.
• Support the preparation and distribution of transaction data files under the direction of senior team members.
• Help monitor collateral shipment and receipt status with document custodians, and log updates accordingly.
• Assist with tracking and organizing collateral exception reports for review by senior staff.
• Enter and update transaction information in internal systems and databases.
• Help schedule kickoff and status update calls, and prepare or distribute meeting notes.
• Assist in preparing routine correspondence, checklists, and settlement paperwork for senior review.
• Support the Funding, Treasury and Servicing teams with tasks related to settlements and transfers.
• Provide general administrative support to the Transaction Management team.
• Other duties as assigned.

Skills

Organizational skills

Excel proficiency

Communication skills

Attention to detail

Ownership & follow-through

Team player

Education

Bachelor's degree in Finance/Business

Tools

Microsoft Excel

Internal databases

Job description

The Transaction Management Analyst is a support role assisting the Transaction Management team as it processes residential mortgage purchase, sale, and securitization transactions. Experience with the mortgage industry, bulk whole loan purchases, bulk whole loans sales and securitization transactions is helpful, but not required. This position is ideal for someone who is organized, detail-oriented, and eager to learn the mortgage industry from the ground up. The Junior Transaction Manager works under the guidance of Transaction Managers, primarily handling documentation, data tracking, and administrative coordination tasks that keep transactions moving smoothly.

Responsibilities & Duties

• Maintain and update transaction tracking spreadsheets and internal logs with current status information


• Assist in collecting, organizing, and filing loan due diligence documentation


• Support the preparation and distribution of transaction data files under the direction of senior team members


• Help monitor collateral shipment and receipt status with document custodians, and log updates accordingly


• Assist with tracking and organizing collateral exception reports for review by senior staff


• Enter and update transaction information in internal systems and databases


• Help schedule kickoff and status update calls, and prepare or distribute meeting notes


• Assist in preparing routine correspondence, checklists, and settlement paperwork for senior review


• Support the Funding, Treasury and Servicing teams with tasks related to settlements and transfers


• Provide general administrative support to the Transaction Management team


• Other duties as assigned

Required Education, Experience, & Skills

• Bachelor's degree in Finance, Business, or a related field (or equivalent combination of education and experience)


• No prior mortgage industry experience required; relevant internship or coursework is a plus


• Strong organizational skills and high attention to detail


• Proficiency in Microsoft Excel and general comfort learning new software systems


• Clear written and verbal communication skills


• Ability to accurately manage repetitive, detail-oriented tasks within deadlines


• Strong sense of ownership and follow-through


• Team-oriented mindset with the ability to work well with both internal and external contacts

A reasonable estimate of the total compensation range for this role is $55,000.00 $75,000.00. The actual salary offer will depend on job-related factors including education, geographic location, training, licensure and certification, and experience. CoreVest also offers a competitive benefits package including discretionary corporate bonus program, multiple health plans, STD and LTD options, company-sponsored life insurance, fitness reimbursement, paid parental leave, volunteer time, Paid Time Off, ESPP, and 401(k) matching.

Equal Opportunity Statement

At Redwood Trust, we are committed to fostering an inclusive workplace where diversity is valued and everyone has the opportunity to thrive. We welcome applications from individuals of all backgrounds and experiences. We are an equal opportunity employer and do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.