The Goldman Sachs Group, Inc

AWM | Private Bank | Mortgage Transaction Manager | Associate - Dallas

The Goldman Sachs Group, Inc$90K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree or equivalent experience required
  • 2+ years of experience in financial services, preferably in mortgage lending or private banking
  • Proficient in jumbo residential mortgage transactions preferred
  • Demonstrated client-facing experience in a high-service environment
  • Knowledge of mortgage credit standards; experience in private banking is a plus
  • Strong organizational and project management skills
  • Excellent written and verbal communication skills

Responsibilities

  • Serve as the primary contact for clients and advisors throughout the mortgage lifecycle
  • Provide expertise and guidance to manage the mortgage origination and closing process
  • Collaborate with lenders to communicate and manage client expectations
  • Participate in weekly pipeline reviews with lenders and processing partners
  • Identify risks or delays and implement proactive solutions
  • Coordinate internal workflows and vendor deliverables for smooth execution
  • Manage late-stage closing activities and logistics

Benefits

  • Comprehensive benefits and wellness offerings
  • Opportunities for professional and personal growth
  • Training and development programs
  • Diversity and inclusion initiatives
  • Support for employees with special needs or disabilities
Full Job Description
Job Description

Your Impact

The Mortgage Transaction Manager plays a critical, client-facing role in delivering a best-in-class mortgage experience for Private Wealth Management clients. This individual partners closely with clients, advisors, internal stakeholders, and mortgage lenders to manage the end-to-end mortgage process, with particular focus on execution, risk mitigation, and a seamless closing experience.

Transaction Managers serve as trusted process experts and advocates for clients, ensuring timelines are met, expectations are clearly set, and complex transactions progress efficiently from origination through funding.

Key Responsibilities
  • Serve as a primary point of contact for clients and advisors throughout the mortgage lifecycle, delivering a high-touch, white-glove experience
  • Provide subject-matter expertise and proactive guidance to manage the mortgage origination and closing process end-to-end
  • Partner with lenders to establish, communicate, and manage client expectations
  • Actively participate in weekly pipeline reviews with internal lenders and external processing partners to drive timely and accurate closings
  • Identify potential risks, delays, or bottlenecks and proactively implement solutions to meet critical milestones
  • Coordinate internal workflows and vendor deliverables to support smooth execution
  • Manage late-stage closing activities, including final Closing Disclosure issuance, funding coordination, document delivery, and closing logistics

Qualifications
  • Bachelor's degree or equivalent relevant experience
  • 2 plus years of experience in financial services, preferably within mortgage lending, private banking, or commercial banking
  • Experience supporting jumbo residential mortgage transactions strongly preferred
  • Demonstrated client-facing experience in a high-service environment
  • Working knowledge of mortgage credit standards; experience in a private bank lending environment is a plus
  • Strong organizational, project management, and prioritization skills
  • Excellent written and verbal communication skills
  • Self-motivated, detail-oriented, and comfortable operating in a fast-paced environment
  • Proven ability to manage multiple transactions simultaneously while meeting deadlines under pressure


Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.

About The Goldman Sachs Group, Inc

The Goldman Sachs Group, Inc. provides investment banking, securities, and investment management services, as well as financial services to corporations, financial institutions, governments, and high-net-worth individuals worldwide. Its Investment Banking segment offers financial advisory services, including advisory assignments concerning mergers and acquisitions, divestitures, corporate defense, risk management, and restructurings and spin-offs; and underwriting services comprising public offerings and private placements of a range of securities, loans, and other financial instruments, and derivative transactions. The company’s Institutional Client Services segment provides client execution services, such as fixed income, currency, and commodities client execution related to making markets in interest rate products, credit products, mortgages, currencies, and commodities; and equities related to making markets in equity products, as well as executes and clears institutional client transactions on stock, options, and futures exchanges. This segment also engages in the securities services business providing financing, securities lending, and other brokerage services to institutional clients, including hedge funds, mutual funds, pension funds, and foundations. Its Investing and Lending segment originates longer-term loans; and invests in debt securities, loans, public and private equity securities, real estate, consolidated investment entities, distressed assets, currencies, commodities, and power generation facilities. The company’s investment management segment provides investment products and services, as well as offers wealth advisory services, including portfolio management and financial counseling, and brokerage and other transaction services.

The Goldman Sachs Group, Inc. Careers

Join the prestigious team at The Goldman Sachs Group, Inc., a global leader in finance and investments, and propel your career to new heights. Our firm is renowned for its commitment to excellence, innovation, and leadership in the financial sector.

Work You’ll Do

At Goldman Sachs, you will be part of a dynamic environment that fosters growth, diversity, and professional development. Engage in transformative projects that redefine the landscape of global finance, driven by a culture of high performance and continuous improvement.

Lead with Innovation and Leadership

Step into a role where your skills will be honed and your leadership capabilities enhanced. The Goldman Sachs Group, Inc. is at the forefront of merging financial expertise with technological innovation, creating a platform for you to lead impactful initiatives.

Join Our Diverse and Inclusive Team

Diversity and inclusion are at the core of our company culture. With employees from various backgrounds, Goldman Sachs thrives on the rich ideas and perspectives that this diversity brings. Here, every team member’s contribution is valued, and every voice is heard.

Explore Job Opportunities and Internships

Whether you’re seeking full-time employment or looking into internship opportunities, Goldman Sachs offers a range of positions that cater to different skills, experiences, and career aspirations. From analyst to executive positions, discover how you can contribute to our legacy of success.

Networking and Professional Growth

Goldman Sachs is not just a workplace. It is a community where you can build lasting relationships with colleagues and industry leaders. Our networking events, mentorship programs, and professional groups foster connections that can accelerate your career trajectory.

Benefits and Career Development

Invest in your future with Goldman Sachs’ unparalleled employee benefits and career development programs. From comprehensive health benefits to personalized career coaching and leadership training, we ensure that our team is equipped for success, both professionally and personally.

Prepare for Your Future

Ready to take the next step? Prepare your resume, sharpen your interview skills, and explore the vast array of job opportunities at The Goldman Sachs Group, Inc. Our hiring process is designed to identify and nurture talent, helping you to achieve your career goals.

Stay Connected

Keep up to date with the latest from Goldman Sachs Careers by subscribing to our job alert emails. Tailor your preferences to receive updates that match your career interests and stay ahead in the competitive financial sector.

Join The Goldman Sachs Group, Inc.

Embark on a rewarding journey with The Goldman Sachs Group, Inc. where your potential is limitless. Explore positions, read about our company culture, and apply today to become part of a team that values growth, leadership, and innovation.

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At The Goldman Sachs Group, Inc., your career is just the beginning – it’s an opportunity to excel and lead in the global financial industry. Join us and make your mark!
Learn more about The Goldman Sachs Group, Inc
Size
45,100 employees
Market Cap
$115.8 billion
Industry
Net Income
$9.4 billion
Founded
1869
5 Year Trend
+11.3%
Revenue
$53.4 billion
NASDAQ

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