Manager Loan Transactions - Full Time (Remote - USA)

Trophy Point Investment Group, LLCTucker, GA, US

30+ days ago

Job type

Full-time

Remote

Job description

Job Description

Job Title : Manager Loan Transactions

Company : Trophy Point Investment Group

Location : Remote – U.S.A. based

Employment Type : Full-Time Contractor

Compensation : Based on experience

Company Website : www.trophypointlending.com

Position Summary

The Manager Loan Transactions will lead a team of 8–10 professionals - comprised of Loan Closers, Underwriters , and Loan Processors - both in the U.S. and the Philippines. The manager is responsible for overseeing the day-to-day operations of the department, ensuring proper compliance, and delivering a smooth borrower experience through the full loan cycle. This role is highly collaborative and essential to the successful funding of deals at Trophy Point.

Key Responsibilities

Loan Origination Oversight

Ensure initial borrower intake, documentation requests, and data entry into HubSpot and Mortgage Automator are completed accurately
Supervise loan intake activities to ensure each deal meets internal criteria before being passed to the next stage
Provide guidance team on lead qualification, loan scenarios, and structuring

Loan Processing Oversight

Monitor all active loan files in Mortgage Automator , ensuring timely updates and clear communication between departments

Ensure Loan Transaction Specialists maintain checklist accuracy, document follow-ups, and escrow / title coordination

Troubleshoot delays in document gathering or title-related issues and provide escalation paths

Work with title companies (including internal title) to clear conditions prior to underwriting or closing

Underwriting Oversight

Coordinate underwriter assignments and review timelines

Ensure credit, income, asset, and collateral reviews are performed per Trophy Point's risk appetite

Verify that all files meet legal, compliance, and funding requirements prior to approval

Provide support for borderline or non-standard files requiring management-level review

Team Management & Leadership

Lead and support a team of 8–10 across U.S. and internationally

Set weekly priorities, KPIs, and workload management across all loan stages

Coordinate daily huddles, performance reviews, and training of team members

Onboard and train new hires, ensuring cross-functional understanding

Monitor turn times, service levels, and department performance metrics

Technology & Process Optimization

Maximize utilization of Mortgage Automator , HubSpot , and internal tools for workflow efficiency

Identify bottlenecks and propose automation or delegation strategies

Work with Tech and Operations to implement new processes or systems that improve turnaround and borrower experience

Cross-Department Collaboration

Act as liaison between Sales, Title, Legal, and Finance to ensure transaction timelines are met

Escalate issues appropriately and serve as the point of contact for high-value or complex transactions

Support executive leadership in reporting, trend analysis, and business insights

Required Qualifications

5+ years of direct experience in residential lending , preferably within hard money, private lending, or mortgage operations

In-depth knowledge of loan origination , processing , and underwriting functions

2+ years in a management or supervisory capacity, ideally managing remote or hybrid teams

Proficient in CRM systems (preferably HubSpot ) and Loan Origination Software (e.g., Mortgage Automator , etc.)

Strong organizational skills with the ability to manage a high volume of transactions and competing priorities

Ability to motivate, train, and hold team members accountable

Preferred Qualifications

Experience managing offshore staff (e.g., Philippines)

Exposure to real estate investment loans, fix-and-flip, or bridge financing

Familiarity with cross-functional loan operations including compliance, legal, and closing

Why Join Trophy Point :

Opportunity to be part of a fast-growing private direct lender with a commitment to operational excellence.

Work closely with experienced financial leadership in a dynamic international team.

Stable, long-term remote role with opportunities for professional growth.

Contribute to meaningful audit and financial processes that support strategic company goals.

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Transaction Manager • Tucker, GA, US

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