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About the Role

The Transaction Manager is responsible for coordinating and managing multifamily loan transactions from application stage through rate lock, closing, funding, and post-closing delivery. 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.

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.
• Prepare and issue loan commitments and coordinate all activities necessary to clear transactions for rate lock and closing.
• Coordinate with borrowers, counsel, title companies, warehouse lenders, custodians, agency partners, and internal departments throughout the transaction lifecycle.
• Prepare, review, and approve lender statements, escrow analyses, settlement statements, accounting reconciliations, and detailed sources and uses summaries.
• Prepare warehouse funding packages and coordinate funding activities, including wire approvals and funding authorizations.
• Review final loan documentation and facilitate resolution of outstanding closing and post-closing issues.
• Ensure required documents and deliverables are accurately maintained within company systems and delivered within established deadlines.
• Support Fannie Mae C&D and other agency delivery requirements in coordination with the C&D Lead and Post-Closing teams.
• Maintain transaction records, closing schedules, status reports, and pipeline tracking tools.
• Identify transaction risks and proactively drive issue resolution while balancing business objectives and risk management considerations.
• Participate in departmental initiatives, process improvements, training, and special projects as assigned.

Requirements

• Minimum 5 years of commercial real estate lending, transaction management, loan closing, post-closing, underwriting, or related experience.
• Working knowledge of Fannie Mae, Freddie Mac, bridge lending, warehouse lending, and commercial real estate loan documentation.
• Experience with Fannie Mae C&D, DocWay, Hyperion, MIDAS, or similar loan origination, delivery, and document management systems preferred.
• Excellent written and verbal communication skills with the ability to effectively interact with clients, business partners, and all levels of management.
• Strong analytical, problem-solving, critical-thinking, and decision-making skills, including the ability to balance business objectives with prudent risk management.
• Strong organizational, prioritization, and time-management skills with the ability to manage multiple transactions and deadlines in a fast-paced environment.
• Demonstrated ability to influence, negotiate, and build strong internal and external relationships.
• 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.
• Ability to think strategically, drive issue resolution, and identify process improvement opportunities.
• Proficiency in Microsoft Office Suite, including Outlook, Excel, Word, and PowerPoint, as well as Adobe Acrobat/PDF applications.
• Notary Public and familiarity with commercial real estate lending documents are a plus.

Skills

• Fannie Mae C&D
• DocWay
• Hyperion
• MIDAS
• Microsoft Office Suite
• Outlook
• Excel
• Word
• PowerPoint
• Adobe Acrobat/PDF applications

Location

• NY only

Work Type

• Hybrid working model with a 3 day in-office minimum requirement

Experience Level

• Minimum 5 years of commercial real estate lending, transaction management, loan closing, post-closing, underwriting, or related experience.

Education Level

• Bachelor's degree required.

Salary/Compensations

• $95,000 - $120,000

Benefits

• Cash bonuses
• Long term incentives
• Health insurance
• Accident and life insurance
• Retirement benefits
• Competitive vacation policy
• Floating personal holidays
• Extensive leave options
• Annual observed holidays
• Infertility coverage
• Adoption support
• Child and elder care
• Fully paid maternity
• Generous parental leave benefits

About the Company

• 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.

Equal Opportunity

• 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.