Residential Whole Loan Transaction Manager

2 months ago

Addison, United States National Life Group Full time
Residential Whole Loan Transaction Manager

Company Summary

For 175 years, National Life Group ("NLG") has aimed to keep their promises to provide families stability in good times and in bad. And throughout that history, they have provided peace of mind to those families as they plan their futures.

As a mission-driven business, the cause of what they do is as important as the products they sell. And their cause is a very simple one, directed at the people who live and work on America's Main Streets: "To Do good in our communities and with the individual families we serve."

NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple - to allow NLG to keep its promises. How we do this - an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team.They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision.We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders.Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.

Role Summary

We are seeking an experienced Residential Whole Loan Transaction Manager to support our trading operations across various mortgage products, including Agency, Non-QM, DSCR, and closed-end second lien mortgages. The successful candidate will lead the full lifecycle of the trade process. This role demands a strong background in transaction management, collateral analysis, and market trends, with a focus on operational efficiency and relationship management.

You will collaborate with the trade desk on counterparty due diligence, market analysis, and loan collateral evaluation to ensure that all trades align with broader portfolio strategies. By working closely with internal teams such as risk management, investor accounting, and legal counsel as well as external partners, you will play a pivotal role in ensuring smooth execution of transactions while identifying opportunities for growth and operational improvement.

As the company continues to expand its trading portfolio, this role offers significant opportunities for career growth, including increased project management experience, and involvement in shaping the strategic direction of the transaction management team.

Essential Duties and Responsibilities
  • Manage all aspects of the trade process, including due diligence, trade confirmation, funding memos, and collateral management.
  • Oversee the preparation and review of funding tapes, exception reports, trust receipts, and Bailee letters to ensure compliance with transaction terms.
  • Coordinate with counterparties, custodians, and legal teams to manage transaction logistics and resolve issues related to collateral delivery and documentation.
  • Assist the trade desk with counterparty due diligence and loan collateral analysis to support strategic trading decisions.
  • Collaborate with the trade desk to assess market trends.
  • Collaborate with internal teams, including risk management and investor accounting, to align transaction strategy with broader portfolio goals.
  • Maintain and enhance relationships with key counterparties, fostering a collaborative approach to joint ventures and deal flow.
  • Ensure timely and accurate communication of trade progress, issues, and resolutions to senior leadership and stakeholders.
  • Drive the continual improvement of operational efficiency.
Growth Potential
  • Opportunity to expand responsibilities into wider project management
  • Involvement in shaping the strategic direction of the transaction management team as the company expands its portfolio and trading operations
Minimum Qualifications
  • Bachelor's degree in finance, economics, or a related field.
  • 5+ years of experience in residential whole loan trading, transaction management, or capital markets.
  • Deep understanding of the residential mortgage market, whole loan transaction management, and collateral management processes.
  • Demonstrated experience with transaction documentation, including MLPSA, PPTL, and Bailee letters.
  • Experience with collateral analysis, including reviewing loan files and evaluating credit risk, property value, compliance risk and borrower characteristics.
  • Strong organizational, communication, and problem-solving skills.
  • Ability to work collaboratively across teams and external partners to resolve issues and drive results.
  • High attention to detail with a proactive, results-oriented mindset.
  • Experience with trade execution, loan funding, and managing post-trade diligence preferred.
  • Exposure to pricing methodologies for mortgages, including understanding the impact of prepayment risk, credit risk, and market conditions on valuations.
Benefits & Compensation
  • Your benefits start day one and are flexible and customizable to your and your family's specific needs. Check out the BENEFITS of a Career at National Life
  • The base salary range for this position is 100k-150k. We are open to varying levels of experience.
In addition to base salary, other rewards may include an annual bonus, quarterly bonuses, commissions, and other long-term incentive compensation, depending on the position.National Life offers a competitive total rewards package which includes: a 401(k) retirement plan match; medical, dental, and vision insurance; a company funded wellness account for director and below employees; 10 paid holidays; a generous paid time off plan (22 days of combined time-off for non-exempt employees and exempt employees have discretion in managing their time, including scheduling time off in the normal course of business, but in no event will exempt employees receive less sick time than required by state or local law); 6 weeks of paid parental leave; and 6 weeks of paid family leave after a year of full-time employment
National Life is accepting applications for this role on an ongoing basis and the role remains open until filled.
National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates. Each company of National Life Group is solely responsible for its own financial condition and contractual obligations. Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York. Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company. All other entities are independent of the companies of National Life Group.
National Life Group
1 National Life Dr
Montpelier, VT 05604
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