What are the responsibilities and job description for the Manager Loan Transactions - Full Time (Remote - USA) position at Trophy Point Investment Group, LLC?
Job Title: Manager Loan Transactions
Company: Trophy Point Investment Group
Location: Remote – U.S.A. based
Employment Type: Full-Time Contractor
Compensation: Based on experience
Company Website: www.trophypointlending.com
Position Summary
The Manager Loan Transactions will lead a team of 8–10 professionals - comprised of Loan Closers, Underwriters, and Loan Processors - both in the U.S. and the Philippines. The manager is responsible for overseeing the day-to-day operations of the department, ensuring proper compliance, and delivering a smooth borrower experience through the full loan cycle. This role is highly collaborative and essential to the successful funding of deals at Trophy Point.
Key Responsibilities
Loan Origination Oversight
- Ensure initial borrower intake, documentation requests, and data entry into HubSpot and Mortgage Automator are completed accurately
- Supervise loan intake activities to ensure each deal meets internal criteria before being passed to the next stage
- Provide guidance team on lead qualification, loan scenarios, and structuring
Loan Processing Oversight
- Monitor all active loan files in Mortgage Automator, ensuring timely updates and clear communication between departments
- Ensure Loan Transaction Specialists maintain checklist accuracy, document follow-ups, and escrow/title coordination
- Troubleshoot delays in document gathering or title-related issues and provide escalation paths
- Work with title companies (including internal title) to clear conditions prior to underwriting or closing
Underwriting Oversight
- Coordinate underwriter assignments and review timelines
- Ensure credit, income, asset, and collateral reviews are performed per Trophy Point's risk appetite
- Verify that all files meet legal, compliance, and funding requirements prior to approval
- Provide support for borderline or non-standard files requiring management-level review
Team Management & Leadership
- Lead and support a team of 8–10 across U.S. and internationally
- Set weekly priorities, KPIs, and workload management across all loan stages
- Coordinate daily huddles, performance reviews, and training of team members
- Onboard and train new hires, ensuring cross-functional understanding
- Monitor turn times, service levels, and department performance metrics
Technology & Process Optimization
- Maximize utilization of Mortgage Automator, HubSpot, and internal tools for workflow efficiency
- Identify bottlenecks and propose automation or delegation strategies
- Work with Tech and Operations to implement new processes or systems that improve turnaround and borrower experience
Cross-Department Collaboration
- Act as liaison between Sales, Title, Legal, and Finance to ensure transaction timelines are met
- Escalate issues appropriately and serve as the point of contact for high-value or complex transactions
- Support executive leadership in reporting, trend analysis, and business insights
Required Qualifications
- 5 years of direct experience in residential lending, preferably within hard money, private lending, or mortgage operations
- In-depth knowledge of loan origination, processing, and underwriting functions
- 2 years in a management or supervisory capacity, ideally managing remote or hybrid teams
- Proficient in CRM systems (preferably HubSpot) and Loan Origination Software (e.g., Mortgage Automator, etc.)
- Strong organizational skills with the ability to manage a high volume of transactions and competing priorities
- Ability to motivate, train, and hold team members accountable
Preferred Qualifications
- Experience managing offshore staff (e.g., Philippines)
- Exposure to real estate investment loans, fix-and-flip, or bridge financing
- Familiarity with cross-functional loan operations including compliance, legal, and closing
Why Join Trophy Point:
- Opportunity to be part of a fast-growing private direct lender with a commitment to operational excellence.
- Work closely with experienced financial leadership in a dynamic international team.
- Stable, long-term remote role with opportunities for professional growth.
- Contribute to meaningful audit and financial processes that support strategic company goals.
