FIU Manager – Model & Analytics
SouthState Bank
Transaction Manager
Maxwell Capital LLC
full-time
Posted on:
Location Type: Remote
Location: Remote • 🇺🇸 United States
Visit company websiteSalary
💰 $105,000 - $110,000 per year
Job Level
Mid-LevelSenior
About the role
- 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
- 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.
Requirements
- 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
- 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
Benefits
- 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
- 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
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard skills
securitization reporting15E/15G filingsloan purchasesloan salestransaction managementdue diligenceclient reportingprocess documentationperformance evaluationsexception reporting
Soft skills
communicationrelationship managementteam managementconsultingadvisingcollaborationproblem-solvingorganizational skillsleadershipinterpersonal skills
