Russell Tobin
Due Diligence Transaction Deal Manager Residential Loans
Russell Tobin, Dallas, Texas, United States, 75215
Due Diligence Transaction Deal Manager - Residential Loans
Base pay range
$110,000.00/yr - $130,000.00/yr
Position Summary The Transaction Deal Manager will oversee the due diligence coordination, transaction execution, and compliance processes across bulk and flow whole loan purchase/sale transactions, as well as securitized deals. The individual will serve as a key liaison between the trading desk, legal, compliance, contract finance, buyers/sellers, rating agencies, and vendors.
Primary Responsibilities
Manage the full due diligence process for mortgage purchase and sale transactions, including credit, compliance, data integrity, and valuation review.
Oversee the due diligence process and timeline for securitized transactions, ensuring timely completion and compliance with internal and external standards.
Coordinate transaction and data requirements with Rating Agencies on securitized transactions.
Review and interpret complex loan profiles, including Prime and Non-QM products with multiple income sources, layered assets, and higher credit utilization.
Ensure compliance with TRID and QM/ATR requirements across transactions.
Identify and resolve potential fraud indicators through established fraud detection and resolution techniques.
Maintain thorough knowledge of mortgage underwriting guidelines and investor requirements.
Track, manage, and resolve collateral exceptions with third-party custodians.
Prepare summary reports and communicate findings, risks, and recommendations to key stakeholders.
Collaborate cross-functionally with the trading desk, legal, compliance, and finance teams to ensure smooth deal execution.
Qualifications
8+ years
of experience in the mortgage industry, specifically in
due diligence, underwriting, or mortgage originations .
Strong working knowledge of current
mortgage laws, compliance regulations , and securitization practices.
Experience managing large-scale
bulk and flow loan purchase/sale transactions
and securitization due diligence.
Advanced proficiency in
Microsoft Excel
and familiarity with multiple data and reporting systems.
Excellent
communication and organizational skills
with strong attention to detail.
Bachelor’s degree in finance, business, or related field required.
Ability to work in a fast-paced, deadline-driven environment.
Travel: Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
Industries Financial Services and Banking
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$110,000.00/yr - $130,000.00/yr
Position Summary The Transaction Deal Manager will oversee the due diligence coordination, transaction execution, and compliance processes across bulk and flow whole loan purchase/sale transactions, as well as securitized deals. The individual will serve as a key liaison between the trading desk, legal, compliance, contract finance, buyers/sellers, rating agencies, and vendors.
Primary Responsibilities
Manage the full due diligence process for mortgage purchase and sale transactions, including credit, compliance, data integrity, and valuation review.
Oversee the due diligence process and timeline for securitized transactions, ensuring timely completion and compliance with internal and external standards.
Coordinate transaction and data requirements with Rating Agencies on securitized transactions.
Review and interpret complex loan profiles, including Prime and Non-QM products with multiple income sources, layered assets, and higher credit utilization.
Ensure compliance with TRID and QM/ATR requirements across transactions.
Identify and resolve potential fraud indicators through established fraud detection and resolution techniques.
Maintain thorough knowledge of mortgage underwriting guidelines and investor requirements.
Track, manage, and resolve collateral exceptions with third-party custodians.
Prepare summary reports and communicate findings, risks, and recommendations to key stakeholders.
Collaborate cross-functionally with the trading desk, legal, compliance, and finance teams to ensure smooth deal execution.
Qualifications
8+ years
of experience in the mortgage industry, specifically in
due diligence, underwriting, or mortgage originations .
Strong working knowledge of current
mortgage laws, compliance regulations , and securitization practices.
Experience managing large-scale
bulk and flow loan purchase/sale transactions
and securitization due diligence.
Advanced proficiency in
Microsoft Excel
and familiarity with multiple data and reporting systems.
Excellent
communication and organizational skills
with strong attention to detail.
Bachelor’s degree in finance, business, or related field required.
Ability to work in a fast-paced, deadline-driven environment.
Travel: Seniority level Mid-Senior level
Employment type Full-time
Job function Finance
Industries Financial Services and Banking
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