SitusAMC

Residential Mortgage Transaction Manager, Associate

SitusAMC$125K — $140K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor’s degree in business, finance, or a related field (or equivalent work experience)
  • 3-5 years of relevant experience in loan servicing, mortgage operations, or real estate finance
  • Proficiency in Microsoft Office, especially Excel
  • Excellent written and verbal communication skills
  • Self-starter with minimal supervision needed
  • Strong organizational, problem-solving, and analytical skills
  • Ability to establish effective relationships and collaborate across departments

Responsibilities

  • Develop and execute counterparty surveillance procedures for performance and compliance
  • Monitor portfolio performance and enforce repurchase rights as needed
  • Oversee monthly remittance and cash flow review processes
  • Reconcile monthly servicer reports against bank accounts
  • Monitor financial accounts for accuracy and irregularities
  • Conduct reviews of Residential Transitional Loan (RTL) draw requests
  • Partner with internal teams to set up investments and ensure accurate reporting
  • Monitor facility-level triggers and escalate potential breaches
  • Provide analytical support and risk management oversight
  • Collaborate with teams to troubleshoot loan-related issues
  • Support management with special projects and process improvements

Benefits

  • Medical, dental, and vision insurance
  • Life and disability coverage
  • 401(k) participation
  • Paid time off and holidays
  • Potential discretionary bonus eligibility
Full Job Description
Position Overview

Apollo Global Management seeks a Residential Mortgage Transaction Manager, Associate for its El Segundo, CA based headquarters. This new role reflects the expansion of Apollos Residential Mortgage platform, with a focus on residential transition loans (RTL), single-family rental (SFR), land banking and other residential mortgage loans. The Associate will own post-closing transaction management and surveillance across the book, working closely with internal teams and external clients to support the daily demand of Residential Mortgage business. The role will require advanced skills in Excel and general fluency with residential and commercial contracts, comfort reconciling large servicer data files against bank-account activity, mortgage loan documents, remittance reports, funding schedules, and agreements. This is an excellent opportunity for a detail-oriented professional with a strong foundation in real estate finance who thrives in a fast-paced, collaborative environment.

Position requires in office four days per week.

Primary Responsibilities

  • Develop and execute counterparty surveillance procedures to monitor seller, servicer, and originator performance and compliance with transaction agreements
  • Monitor portfolio performance, identify collateral and servicing exceptions, and enforce repurchase and buyback rights when applicable
  • Oversee the monthly remittance and waterfall review process, validating cash flows, payment allocations, and servicing calculations
  • Reconcile monthly servicer remittance reports against bank and collection accounts
  • Monitor controlled deposit, collection, and reserve accounts to confirm sweeps, identify misdirected funds, and flag custodial or DACA irregularities
  • Conduct detailed reviews of Residential Transitional Loan (RTL) draw requests to ensure compliance with loan terms and funding requirements
  • Partner with internal stakeholders, including Accounting, Operations, and Back office in setting up new investments and ensure accurate reporting in trade booking software
  • Monitor facility-level triggers and covenants-including delinquency and credit event triggers, sponsor financial covenants, and amortization or cash-trap events and escalate actual or approaching breaches to deal terms and management
  • Provide analytical support, risk management, and operational oversight to meet servicing requirements
  • Research and resolve loan-related issues by collaborating across departments
  • Support management with special projects, process improvement initiatives, and other responsibilities

Qualifications & Experience

  • Bachelors degree in business, finance, or a related field (or equivalent work experience)
  • 35 years of relevant experience in loan servicing, mortgage operations, or real estate finance
  • Proficiency in Microsoft Office
  • Excellent written and verbal communication skills
  • Self-starter who thrives in a dynamic environment and requires minimal supervision
  • Strong organizational, problem-solving, and analytical skills with a high attention to detail
  • Ability to build effective relationships and collaborate across departments
  • Knowledge of real estate finance, investments, accounting, and insurance principles preferred.

#LI-MS1

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

The annual full time base salary range for this role is

$125,000.00 - $140,000.00

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.

About SitusAMC

SitusAMC is a leading provider of consulting, outsourcing, and technology services to the real estate finance industry. The company has over 3,000 employees and serves more than 700 clients globally. SitusAMC offers a wide range of services, including loan servicing, asset management, valuation, due diligence, and advisory services. The company was formed in 2018 through the merger of Situs Group and American Mortgage Consultants. Situs Group was founded in 1985 and American Mortgage Consultants was founded in 1996. SitusAMC is headquartered in Dallas, Texas.
Learn more about SitusAMC
Size
3,000 employees
Industry

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