Associate Transaction Manager
Maxwell Financial
WHO WE ARE...
Maxwell, founded in 2015 by homebuyers frustrated with the mortgage process, has created a platform that streamlines and speeds up loan closings by over 45%. Our mission is to democratize mortgages by making them more accessible and efficient, reducing stress for borrowers and helping lenders stay compliant.
We are committed to a supportive, diverse, and inclusive culture, living our values of Rigor, Ownership, Curiosity, Kindness, and "Straight Up" to promote equality and financial empowerment. Intrigued? Say hello!
WHO YOU ARE...
The Associate Transaction Manager at Maxwell Diligence acts as the key point of contact for Servicers, Due Diligence Vendors, Custodians, Valuation Providers, etc. and operates as the subject matter expert for internal stakeholders. You will have the opportunity to proactively work to leverage knowledge of the process and contacts across the organization to cure loan defects, analyze trends, and create a feedback loop with stakeholders to help mitigate challenges and recommend solutions.
WHAT YOU’LL BE DOING…
● Maintain pipelines, run exceptions reporting, and client rebuttals as needed
● Work with Transaction Manager to 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 loan purchases and sales
● 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 custodians.
● 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 and pricing
● Manage and maintain Rating Agency relationships, vendor contracts, and other business unit contract needs
IDEALLY YOU'LL HAVE...
● 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 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
WHAT WE OFFER YOU
An opportunity to be a key part of an agile team of thinkers and doers collaborating to change a multi-trillion dollar industry. We offer meaningful equity at a growth-stage company, a competitive salary, top-tier medical, dental, and vision insurance, and flexible work hours and vacation time. Here are our awesome benefits in black
and white:
- 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
- Employee-centric environment - initiatives in place to create an environment of belonging and inclusion and career path plans based on achievable goals and not tenure or nepotism.
- 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
OUR APPLICATION PROCESS
At Maxwell, we value our differences, and we encourage all—especially those whose identities are traditionally underrepresented in tech organizations—to apply. Maxwell is an equal-opportunity employer. We do not discriminate on the basis of race, religion, color, gender expression or identity, sexual orientation, national origin, citizenship, age, marital status, veteran status, disability status, or any other characteristic protected by
law.