Transaction Manager

Position Purpose

The Transaction Manager is the point of contact for the client and is ultimately responsible for the overall due diligence projects. The Transaction Manager will work alone or with the Associate Transaction Manager to ensure the client’s needs are met and expected deliverables are provided in accordance with the Statement of Work. In addition, the Transaction Manager will work with the Quality Manager to ensure only high-quality results are delivered within the timeframe disclosed in the Service Level Agreement.

Ideal Candidates

To be successful in this position the ideal candidate will have current client relationships as well as supervisory experience. Additionally, the candidate will have experience underwriting post closed loans that have complex income analysis with multiple REOs. The Transaction Manager will also have a thorough understanding of regulatory compliance and securitizations. Also, the candidate must be proficient with Microsoft office products.

Responsibilities:

• Accountable for the gross margins and profitability of each assigned deal.
• Define special features and system needs.
• Monitor staff production and quality and provide assistance when required.
• Work in tandem with other managers and departments to improve overall processes and find ways to create efficiencies.
• Prepare Deal Guides and host meetings with production staff as needed.
• Prepare reports and perform data cleanup as needed prior to delivery.
• Perform regular securitization cleanup checks on assigned jobs.
• Willingly move from one client deal to another to meet client delivery expectations as volumes fluctuate.
• Conduct appraisal reviews, approve timecards, and perform other administrative Supervisory tasks.
• Attend and successfully complete all required training courses.
• Interact with the client on a regular basis to build and retain a strong relationship resulting in continued and new business.
• Work with other ATM’s/TM’s to ensure overall OPUS goals are met
• Adhere to all Opus CMC Policies and Procedures.
• Other duties as assigned by management.
• Perform in an Associate Transaction Manager role when needed based on volume and business requirements.
  
  

Essential Functions

The above statements are intended only to describe the general nature of the job and should not be construed as an all-inclusive list of position responsibilities.

Expectations:

• In Opus CMC, LLC. all staff must be flexible and be able to move from one client deal to another to meet client delivery expectations as volumes fluctuate.
• Employee is to be flexible in their availability to meet the scheduling needs of each client they are assigned to.
• Employee is responsible for staying up to date on our security measures and policies to ensure they maintain the highest level of integrity confidentiality and privacy and all dealings associated with Opus CMC, LLC, its clients, and our clients’ customers personal information.
• Employee is to only share PII on a needtoknow basis with those authorized to work on the account.
• Employee is to conduct their work and process with the highest level of quality, integrity, and privacy.
• Employee is accountable for their actions.
  
  

Education, Experience, and Job Skills:

• College Degree in Business or Finance preferred or prior work experience equivalent.
• Minimum 2 years of mortgage due diligence experience required.
• Minimum 5 years of mortgage underwriting and/or fraud investigation experience required.
• Minimum 3 to 5 years of Supervisory experience with exceptional interpersonal skills required.
• Client relationship and deal management experience preferred.
• Strong written and verbal communication skills.
• Ability to withstand pressure and work in a fastpaced environment.
• Able to reconcile priorities and meet deadlines.
• Ability to adapt to a changing environment.
• Strong analytical skills with the ability to make key decisions.
• Proficient in computer skills including sound working knowledge of Microsoft Office products.
• Knowledge and experience with AUS reports, manual underwriting, and Agency Guidelines.
• Solid knowledge in mortgage industry regulatory compliance.
• Confidence working files with multiple businesses and REOs.
  
  

Travel Requirements:

• Ability to occasionally travel.
• Must maintain a valid driver’s license in the state you reside in.
• Must maintain a good driving record.
  
  

Physical Requirements:

Ability to sit and work at a computer for extended periods of time. Ability to use computer keyboard and monitor for extended periods of time.

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