Job Description
Transaction Management Associate
Who You’ll Work With:
This position will report to the Director of Transaction Management but will also require close working relationships across the firm.
What You’ll Do:
Transaction Management – 90%
- Provide day-to-day operational input on CNO and bulk loan transactions
- Assist with loan re-underwriting, analysis, presentation, and submission process for settlement
- Collaborate with external diligence firm partners, custodian, and sellers in order to manage the timely receipt and delivery of all third-party reports and documents
- Responsible for various monthly activities, including MERS monitoring, custodial monitoring (including trailing document review) and custodial reconciliations, vendor invoice allocations, and other summary reporting
- Facilitate periodic pre-closing activities, including counterparty KYC/AML approvals, trading system setups, and telepho...