Transaction Management Associate

Zillow

. Coordinate with Capital Markets trade desk and loan delivery teams for loan and servicing sales .

Posted 11/6/2026full-timeRemote • United StatesMid-Level💰 $26 - $41 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in mortgage operations with a focus on post-closing processes, compliance, and operational efficiency. Proficient in analyzing loan files and implementing improvements to enhance quality and reduce defects.

Highest-signal resume keywords

Mortgage Operations ExperiencePost-Closing ComplianceAnalytical SkillsMS Office ProficiencyCommunication Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan File ReviewOperational ImprovementTransaction TroubleshootingQuality Metrics MonitoringProcess Gap Identification

Soft Skills

Attention to DetailTeam CollaborationPresentation SkillsMulti-TaskingEffective Communication

Industry Keywords

Capital MarketsInvestor RequirementsSecondary-Market GuidelinesCollateral ReportsHigh-Volume Environment

About the role

Key responsibilities & impact

Coordinate with Capital Markets trade desk and loan delivery teams for loan and servicing sales
Troubleshoot transaction issues and provide recommendations for operational improvement
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 execution relative to expectations
Monitor post-closing pipeline and key quality metrics
Identify trends, process gaps, and root causes
Partner with leaders to implement 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 requirements into procedures and job aids
Serve as a primary point of contact for escalated post-closing questions, investor suspense items, and exception requests
Ensure clear, timely communication and follow-through
Report directly to the Transaction Manager, Mortgage Capital Markets
Work across functional teams to maintain controlled operational processes supporting loan placement and targeted gain-on-sale margins

Requirements

What you’ll need

Bachelor’s degree in Business, Finance, or a related field
3+ years of experience in mortgage operations, with significant exposure to post-closing, funding, shipping, or secondary-market delivery
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
Highly proficient in MS Office applications
Ability to multi-task and excel in a fast-paced, constantly evolving, and data-driven organization

Benefits

Comp & perks

Remote work from a physical location of choice with no permanent corporate office workplace
U.S. employees may live in any of the 50 United States, with limited exceptions
Flexible distributed work through Cloud HQ
Equal employment opportunity and workplace accommodation support