AO/Transaction Management Associate
Core
Operational support for CNO and bulk loan transactions, including re-underwriting, settlement, and post-closing activities for residential loan investments.
Role type
Transaction Management Associate
Builds
Loan acquisition tracking files, investor data ingestion files, and closing summaries for separately managed accounts.
Domain
Alternative investments / Residential loan portfolios
Deliverable
client delivery
Required skills
Advanced Excel, analytical problem solving, multi-tasking, deadline management, database management
Preferred skills
SQL, Snowflake, Looker, Sigma, loan acquisition diligence review, alternative investment fund experience
Technologies
SQL, Snowflake, Looker, Sigma
Responsibilities
Provide operational input on CNO and bulk loan transactions; Assist with loan re-underwriting and settlement submission; Manage receipt and delivery of third-party reports and documents; Facilitate pre-closing activities including KYC/AML approvals and wire confirmations; Facilitate closing activities including trade system bookings and data ingestion; Prepare bank reconciliations for managed accounts.
Seniority
Individual Contributor