CIB - Whole Loan Transaction Manager – Analyst
Core
Managing the end-to-end process of buying and selling whole loans, including due diligence, compliance verification, and asset management for CIB transactions.
Role type
Senior IC transaction manager (whole loans)
Builds
Whole loan acquisition and sale transactions for corporate/investment banking clients
Domain
Financial services / Real Estate / Mortgage-Backed Securities
Required skills
Loan due diligence, compliance verification, vendor management, deal documentation negotiation, risk assessment, project management, stakeholder coordination
Preferred skills
Experience with RMBS securitization, trading desk collaboration, curative actions for loan data
Technologies
N/A
Responsibilities
Track, report, and analyze loan due diligence findings; coordinate material preparation for third-party RMBS underwritings; identify high-risk issues and recommend pricing adjustments; review and negotiate deal documentation; monitor due diligence activities and servicing transfers; manage vendor onboarding and performance.
Seniority
Mid-Senior, hands-on IC