AWM | Private Bank | Mortgage Transaction Manager | Associate Dallas
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Job Location:
Dallas, IA - USA
Monthly Salary:
Not Disclosed
Posted on:
2 days ago
Vacancies:
1 Vacancy
Job Summary
Our Impact
Across Asset & Wealth Management (AWM) Goldman Sachs empowers clients worldwide to reach their financial goals through advisorled planning investment management banking and tailored lending solutions. Within AWM the Private Bank delivers competitive borrowing and cashmanagement products from Goldman Sachs Bank USA strategically integrated with each clients broader wealth strategy. Our lenders and specialists provide bespoke solutions secured by a wide range of asset classesincluding marketable securities alternatives residential and commercial real estate and unique assets such as aviation fine art and private holdings.
Your Impact
The Mortgage Transaction Manager plays a critical clientfacing role in delivering a bestinclass mortgage experience for Private Wealth Management clients. This individual partners closely with clients advisors internal stakeholders and mortgage lenders to manage the endtoend 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 hightouch whiteglove experience
- Provide subjectmatter expertise and proactive guidance to manage the mortgage origination and closing process endtoend
- 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 latestage closing activities including final Closing Disclosure issuance funding coordination document delivery and closing logistics
Qualifications
- Bachelors 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 clientfacing experience in a highservice 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
- Selfmotivated detailoriented and comfortable operating in a fastpaced environment
- Proven ability to manage multiple transactions simultaneously while meeting deadlines under pressure
ABOUT GOLDMAN SACHS
At Goldman Sachs we commit our people capital and ideas to help our clients shareholders and the communities we serve to grow. Founded in 1869 we are a leading global investment banking securities and investment management firm. Headquartered in New York we maintain offices around the world.
We believe who you are makes you better at what you do. Were committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally from our training and development opportunities and firmwide networks to benefits wellness and personal finance offerings and mindfulness programs. Learn more about our culture benefits and people at committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group Inc. 2026. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race color religion sex national origin age veterans status disability or any other characteristic protected by applicable law.
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 foundhere.
Required Experience:
Manager
Key Skills
About Company
The Goldman Sachs Group, Inc. is a leading global investment banking, securities, and asset and wealth management firm that provides a wide range of financial services.
