Capital Markets Transaction Manager

Exceed the expectations of our residential mortgage borrowers & business partners through superior service, simple processes, and effective communications.
We deliver on this mission by empowering our employees by encouraging and recognizing superior performance and innovative solutions, by promoting teamwork and divisional cooperation.
 

Newrez is seeking a highly organized and detail-oriented Transaction Manager to oversee all aspects of our external mortgage bulk settlements. The Transaction Manager will ensure seamless execution of these mortgage transactions, maintain accurate records of all deals, and provide regular reporting to leadership. This role requires strong communication skills, the ability to identify and resolve issues causing delays, and a proactive approach to managing the transaction process.

Duties and Responsibilities

• Manage and coordinate all external mortgage bulk settlements.

• Maintain a comprehensive and up-to-date record of all mortgage transactions, including key milestones, timelines, and involved parties.

• Develop and deliver regular reports on transaction progress, highlighting any delays, bottlenecks, or issues requiring attention.

• Schedule and facilitate meetings with internal teams and external stakeholders to address transaction statuses, resolve challenges, and ensure alignment on deadlines.

• Identify potential or existing delays in the transaction process, investigate root causes, and collaborate with relevant parties to implement timely solutions.

• Recommend and implement strategies to streamline transaction workflows, improve efficiency, and reduce errors or delays.

• Ensure all transactions adhere to Newrez standards, legal requirements, and mortgage industry best practices.

• Work closely with trade desk, servicing, collateral management, treasury, legal, and other team members to support a smooth transaction process.

• Performs related duties as assigned by management.

Qualifications and Education Requirements

• Bachelor’s degree in Business, Finance, Real Estate, or a related field (or equivalent experience).

• Minimum of 3-5 years in mortgage operations, transaction management, or a related field within financial services.

Skills, Abilities, and Knowledge

• Exceptional organizational and multitasking abilities.

• Strong analytical skills with a keen eye for detail.

• Strong Excel skills required, and a fundamental understanding of SQL preferred.

• Excellent verbal and written communication skills for reporting and stakeholder coordination.

• Problem-solving mindset with the ability to work under pressure and meet deadlines.

• Deep understanding of mortgage processes, purchase agreements and related legal documents, settlements, and loan allocation procedures.

Additional Information:

While this description is intended to be an accurate reflection of the position’s requirements, it in no way implies/states that these are the only job responsibilities. Management reserves the right to modify, add or remove duties and request other duties, as necessary.

All employees are required to have smart phones that meet Company security standards with the ability to install apps such as Okta Verify and Microsoft Authenticator. Employment will be contingent on this requirement.

Company Benefits:

Newrez is a great place to work but we are only as strong as our greatest asset, our employees, so we believe in rewarding them!

• Medical, dental, and vision insurance

• Health Savings Account with employer contribution

• 401(k) Retirement plan with employer match

• Paid Maternity Leave/Parental Bonding Leave

• Pet insurance

• Adoption Assistance

• Tuition reimbursement

• Employee Loan Program

• The Newrez Employee Emergency and Disaster Fund is a new program to support our team members

Newrez NOW:

• Our Corporate Social Responsibility program, Newrez NOW, empowers employees to become leaders in their communities through a robust program that includes volunteering, philanthropy, nonprofit grants, and more

• 1 Volunteer Time Off (VTO) day, company-paid volunteer day where all eligible employees may participate in a volunteer event with a nonprofit of their choice

• Employee Matching Gifts Program: We will match monetary employee donations to eligible non-profit organizations, dollar-for-dollar, up to $1,000 per employee

• Newrez Grants Program: Newrez hosts a giving portal where we provide employees an abundance of resources to search for an opportunity to donate their time or monetary contributions

Equal Employment Opportunity 
We're proud to be an equal opportunity employer- and celebrate our employees' differences, including race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, and Veteran status. Different makes us better.

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