AWM | Private Bank | Mortgage Transaction Manager | Associate - Dallas
Goldman Sachs Bank AG, Dallas, TX, United States
Our Impact
Across Asset & Wealth Management (AWM), Goldman Sachs empowers clients worldwide to reach their financial goals through advisor‑led planning, investment management, banking, and tailored lending solutions. Within AWM, the Private Bank delivers competitive borrowing and cash‑management products from Goldman Sachs Bank USA, strategically integrated with each client’s broader wealth strategy. Our lenders and specialists provide bespoke solutions secured by a wide range of asset classes—including 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, 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
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
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
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. We're 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 GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
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 found here.
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class‑leading benefits our firm has to offer.
#J-18808-Ljbffr
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
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
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
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. We're 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 GS.com/careers.
We're committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: https://www.goldmansachs.com/careers/footer/disability-statement.html
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 found here.
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short‑term disability, long‑term disability, life, accidental death, labor accident and business travel accident insurance.
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state‑of‑the‑art on‑site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on‑site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre‑approved amount).
Child Care & Family Care
We offer on‑site child care centers that provide full‑time and emergency back‑up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class‑leading benefits our firm has to offer.
#J-18808-Ljbffr