Transaction Management Associate
About The Position
Zillow Group is seeking a Transaction Management Associate to support asset sale efforts for its Mortgage segment. Reporting to the Transaction Manager, Mortgage Capital Markets, this role works across functional teams to maintain controlled operational processes that support the continuous placement of loans originated by Zillow Home Loans and targeted gain-on-sale margins. The Transaction Management team develops, negotiates, and formalizes contracts with new servicing buyers and ensures existing contractual obligations to investors and servicers are met. The associate coordinates loan and servicing sales, reviews closed loan files, reconciles investor purchase advice, monitors post-closing pipelines and collateral reports, and helps resolve escalated post-closing issues. The role also interprets changing post-closing and secondary-market guidelines and turns them into clear, repeatable procedures and job aids. It is categorized as remote; employees work from a physical location of their choice that must be identified to the Company. U.S. employees may live in any of the 50 states, subject to limited exceptions.
Requirements
- Bachelor’s degree in Business, Finance, or a related field.
- At least 3 years of experience in mortgage operations, with significant exposure to post-closing, funding, shipping, or secondary-market delivery.
- Demonstrated experience reviewing closed loan files for completeness and compliance with investor or agency requirements in a high-volume environment.
- Strong analytical skills and attention to detail.
- Excellent communication and presentation skills.
- Ability to work effectively in a team environment to improve results.
- High proficiency in MS Office applications.
- Ability to multitask and excel in a fast-paced, constantly evolving, data-driven organization.
Responsibilities
- Coordinate with the Capital Markets trade desk and loan delivery teams on loan and servicing sales; troubleshoot transaction issues and recommend operational improvements.
- Review closed loan files for accuracy, completeness, and alignment with investor, agency, and regulatory requirements; escalate high-risk issues and recommend corrective actions.
- Reconcile investor purchase advice and compare transaction execution with expectations.
- Monitor the post-closing pipeline and key quality metrics, identify trends, process gaps, and root causes, and partner with leaders on improvements that enhance efficiency and reduce defects.
- Monitor collateral reports, communicate with custodians, and raise collateral concerns.
- Interpret evolving post-closing and secondary-market guidelines and translate them into clear, repeatable procedures and job aids for the broader team.
- Serve as a primary contact for escalated post-closing questions, investor suspense items, and exception requests, ensuring clear, timely communication and follow-through.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
