Purpose and Job Summary:
The Transaction Manager is responsible for coordinating and managing multifamily loan transactions from application stage through rate lock, closing, funding, and post-closing delivery. Transaction Management oversees Fannie Mae, Freddie Mac, and Bridge loan transactions from under application stage through loan closing and post-closing delivery. The Transaction Manager will work closely with internal and external partners to ensure transactions are completed accurately, timely, and in accordance with established investor, agency, warehouse, regulatory, and company requirements.
This role requires strong attention to detail, organization, communication, follow-through, and the ability to manage a high-volume workload under tight deadlines and changing priorities.
Essential Duties and Responsibilities:
Manage multifamily loan transactions from application through rate lock, closing, funding, and post-closing delivery for Fannie Mae, Freddie Mac, Bridge, and other lending products.
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Prepare and issue loan commitments and coordinate all activities necessary to clear transactions for rate lock and closing.
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Coordinate with borrowers, counsel, title companies, warehouse lenders, custodians, agency partners, and internal departments throughout the transaction lifecycle.
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Prepare, review, and approve lender statements, escrow analyses, settlement statements, accounting reconciliations, and detailed sources and uses summaries.
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Prepare warehouse funding packages and coordinate funding activities, including wire approvals and funding authorizations.
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Review final loan documentation and facilitate resolution of outstanding closing and post-closing issues.
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Ensure required documents and deliverables are accurately maintained within company systems and delivered within established deadlines.
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Support Fannie Mae C&D and other agency delivery requirements in coordination with the C&D Lead and Post-Closing teams.
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Maintain transaction records, closing schedules, status reports, and pipeline tracking tools.
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Identify transaction risks and proactively drive issue resolution while balancing business objectives and risk management considerations.
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Participate in departmental initiatives, process improvements, training, and special projects as assigned.
Education, Skills and Experience:
Bachelor's degree required.
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Minimum 5 years of commercial real estate lending, transaction management, loan closing, post-closing, underwriting, or related experience.
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Working knowledge of Fannie Mae, Freddie Mac, bridge lending, warehouse lending, and commercial real estate loan documentation.
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Experience with Fannie Mae C&D, DocWay, Hyperion, MIDAS, or similar loan origination, delivery, and document management systems preferred.
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Excellent written and verbal communication skills with the ability to effectively interact with clients, business partners, and all levels of management.
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Strong analytical, problem-solving, critical-thinking, and decision-making skills, including the ability to balance business objectives with prudent risk management.
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Strong organizational, prioritization, and time-management skills with the ability to manage multiple transactions and deadlines in a fast-paced environment.
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Demonstrated ability to influence, negotiate, and build strong internal and external relationships.
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Self-motivated team player with a high attention to detail, strong initiative, and the ability to work independently while contributing effectively within a collaborative team environment.
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Ability to think strategically, drive issue resolution, and identify process improvement opportunities.
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Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint, as well as Adobe Acrobat/PDF applications.
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Notary Public and familiarity with commercial real estate lending documents are a plus.
Annual base salary gross: $95,000 - $120,000 (NY only). The base salary range represents the estimated low and high end of ORIX’s salary for this position based on geography. Actual base salaries will vary and will be based on various factors, such as candidate’s qualifications, skills, competencies and proficiency for the role. The base pay is one component of ORIX’s total compensation package for employees. Other rewards and benefits include cash bonuses, long term incentives, health insurance, accident and life insurance, and retirement benefits. Please visit our Benefits page for additional information.
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
