AWM, Private Bank, Mortgage Transaction Manager, Associate- Dallas

1 week ago

Dallas, TX, United States Goldman Sachs Full time
Job Description

Wealth Management

Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.

Goldman Sachs Private Bank

Goldman Sachs Private Bank provides competitive borrowing and cash management solutions from Goldman Sachs Bank USA that are strategically integrated with our client's wealth management goals. Our experienced team partners with PWAs to advise clients on new loans, refinancing and restructuring of existing loans along with overall liability management. Our lenders and mortgage specialists provide a wide range of creative borrowing solutions against asset classes ranging from marketable securities and alternative investments, residential and commercial real estate to more tailored solutions against private assets such as aviation, fine art or vineyards. All team members are employees of Goldman Sachs Bank, USA.

Job Summary & Responsibilities

We are seeking Mortgage Transaction Managers to engage with our clients, advisors, internal constituents, and bank mortgage lenders to provide support to our GS mortgage borrowers.

Transaction Managers primarily support Private Wealth Management (PWM clients, Ayco clients, Advisors and GS employees) for Private Bank mortgage lending. Transaction managers also provide specific support items to the Regional GS Private Bank Mortgage Lenders. Transaction managers are client and advisor facing, offering a white glove mortgage service to GS mortgage borrowers.
  • Providing subject matter expertise, guidance and support, managing client experiences through the entire mortgage origination process
  • Assist lender to ensure proper client expectations are set and managed
  • Engage with weekly pipeline calls with GS Lender and external processing to ensure timely and accurate closings
  • Identify delays and mitigate the risk of potential missed mortgage milestone deadlines
  • Act as an additional point of contact to the client while managing internal workflows
  • Each Transaction Manager will help manage vendor production items during the origination process
  • Focus on the later part of the mortgage closing process: final CD issuance, funding flows, final document delivery, closing logistics etc
Qualifications:
  • Bachelor's Degree or relevant years of experience
  • Minimum 2-3 years of work experience in financial fields, preferably mortgage lending
  • Experience with commercial banking and/or private banking roles, preferably related to jumbo residential mortgages
  • Experience working directly with clients, preferably in a mortgage and/or Private Banking role
  • Working knowledge of mortgage credit industry standards with preferred experience in a private banking lending environment
  • People / project management skills
  • Strong oral and written communications skills
  • Flexible, personable, confident, and self-motivated; team player
  • Ability to multi-task and be well organized
  • Ability to work under pressure and meet deadlines

ABOUT GOLDMAN SACHS

At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.

We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.

We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html

© The Goldman Sachs Group, Inc., 2025. All rights reserved.

Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity

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