Residential Mortgage Transaction Associate

A top Global Investment Management Firm seeks a Residential Mortgage Transaction Manager, Associate for its CA based headquarters. This new role reflects the expansion of The Firm’s Residential Mortgage platform, with a focus on land banking and other residential construction mortgage loans. The Associate will work closely with internal teams and external clients to support the daily demand of Residential Mortgage business. The role will require advanced skills in Excel and general fluency with residential and commercial contracts, mortgage loan documents, term sheets, funding schedules, and agreements. This is an excellent opportunity for a detail-oriented professional with a strong foundation in real estate finance who thrives in a fast-paced, collaborative environment. Primary ResponsibilitiesPartner with internal stakeholders, including Accounting, Operations, and Back Office in setting up new investments and ensure accurate reporting in trade booking softwareAssist in the closing of residential mortgage and construction loan fundings and construction loan draw funding requestsMonitor borrower compliance with loan documents and manage routine loan transactions in accordance with loan documentsProvide analytical support, risk management, and operational oversight to meet daily servicing requirementsReview and reconcile system-generated reports to track delinquencies, maturities, call dates, payments, and interest rate changes, ensuring accurate system updatesResearch and resolve loan-related issues by collaborating across departmentsPrepare and process collateral releases and liaise with custodiansSupport management with special projects and process improvement initiatives