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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates extensive expertise in mortgage due diligence and securitization compliance, with a strong focus on managing institutional investor relationships and delivering high-quality diligence results. Proven ability to navigate SEC reporting requirements and maintain relationships with rating agencies while executing time-sensitive transactions.
Highest-signal resume keywords
Mortgage Due DiligenceSecuritization ComplianceSEC Reporting RequirementsClient Relationship ManagementReliance Letter Authoring
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Mortgage Due DiligenceQuality ControlCapital Markets Diligence OperationsSecuritization RequirementsSEC ComplianceRating Agency GuidelinesReliance Letter AuthoringTransaction ManagementDeal ExecutionHigh-Volume Diligence Engagements
Soft Skills
Exceptional CommunicationClient PresenceRelationship BuildingEscalation ManagementAdaptability to Demanding Hours
Tools & Technologies
LauramacThird-Party Review Platforms
Industry Keywords
Institutional InvestorsWall StreetSecuritizationDiligence LifecycleApproval Across Rating Agencies
About the role
Key responsibilities & impact- Own institutional investor client relationships end-to-end across the full diligence lifecycle
- Manage client communication, escalations, and relationship health
- Deliver final review and sign-off on diligence results for loan portfolios
- Lead securitization compliance for SEC reporting requirements and rating agency standards
- Author and manage reliance letters
- Serve as primary liaison to rating agencies and maintain approval across five major agencies
- Support transaction management and deal execution to meet SLAs
- Represent Maxwell Diligence externally with institutional clients
- Build trusted relationships that generate repeat business and referrals
- Partner with leadership on Maxwell Diligence strategy, capabilities, and market positioning
Requirements
What you’ll need- 10+ years of experience in mortgage due diligence, quality control, or capital markets diligence operations
- Deep, established relationships with Wall Street institutional investors
- Hands-on experience with Lauramac or equivalent third-party review platforms
- Demonstrated expertise in securitization requirements, SEC compliance, and rating agency guidelines
- Extensive experience authoring and delivering reliance letters accepted by major institutional investors
- Proven track record managing high-volume, time-sensitive diligence engagements with elite clients
- High tolerance and genuine appetite for demanding hours and fast-moving deal cycles
- Exceptional communication and presence in client calls, written deliverables, and executive settings
Benefits
Comp & perks- PTO as needed
- Comprehensive insurance coverage
- 401(k) match
- Stock option grants
- Stock purchase plan
- Work from the PLACE you work best — at home, in an office, or on the move
