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

Goldman Sachs • Dallas, TX

15d

About The Position

The Mortgage Transaction Manager plays a critical, client‑facing role in
delivering a best‑in‑class mortgage experience for Private Wealth Management
clients. This individual partners closely with clients, advisors, internal
stakeholders, and mortgage lenders to manage the end‑to‑end mortgage process,
with particular focus on execution, risk mitigation, and a seamless closing
experience.

Transaction Managers serve as trusted process experts and advocates for clients,
ensuring timelines are met, expectations are clearly set, and complex
transactions progress efficiently from origination through funding.

Requirements

• Bachelor’s degree or equivalent relevant experience
• 2 plus years of experience in financial services, preferably within mortgage lending, private banking, or commercial banking
• Demonstrated client‑facing experience in a high-service environment
• Working knowledge of mortgage credit standards; experience in a private bank lending environment is a plus
• Strong organizational, project management, and prioritization skills
• Excellent written and verbal communication skills
• Self‑motivated, detail‑oriented, and comfortable operating in a fast‑paced environment
• Proven ability to manage multiple transactions simultaneously while meeting deadlines under pressure

Nice To Haves

• Experience supporting jumbo residential mortgage transactions strongly preferred

Responsibilities

• Serve as a primary point of contact for clients and advisors throughout the mortgage lifecycle, delivering a high‑touch, white‑glove experience
• Provide subject‑matter expertise and proactive guidance to manage the mortgage origination and closing process end‑to‑end
• Partner with lenders to establish, communicate, and manage client expectations
• Actively participate in weekly pipeline reviews with internal lenders and external processing partners to drive timely and accurate closings
• Identify potential risks, delays, or bottlenecks and proactively implement solutions to meet critical milestones
• Coordinate internal workflows and vendor deliverables to support smooth execution
• Manage late‑stage closing activities, including final Closing Disclosure issuance, funding coordination, document delivery, and closing logistics

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Number of Employees: 5,001-10,000 employees