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 departmentsEnsure Loan Transaction Specialists maintain checklist accuracy, document follow-ups, and escrow / title coordinationTroubleshoot delays in document gathering or title-related issues and provide escalation pathsWork with title companies (including internal title) to clear conditions prior to underwriting or closingUnderwriting Oversight
Coordinate underwriter assignments and review timelinesEnsure credit, income, asset, and collateral reviews are performed per Trophy Point's risk appetiteVerify that all files meet legal, compliance, and funding requirements prior to approvalProvide support for borderline or non-standard files requiring management-level reviewTeam Management & Leadership
Lead and support a team of 8–10 across U.S. and internationallySet weekly priorities, KPIs, and workload management across all loan stagesCoordinate daily huddles, performance reviews, and training of team membersOnboard and train new hires, ensuring cross-functional understandingMonitor turn times, service levels, and department performance metricsTechnology & Process Optimization
Maximize utilization of Mortgage Automator , HubSpot , and internal tools for workflow efficiencyIdentify bottlenecks and propose automation or delegation strategiesWork with Tech and Operations to implement new processes or systems that improve turnaround and borrower experienceCross-Department Collaboration
Act as liaison between Sales, Title, Legal, and Finance to ensure transaction timelines are metEscalate issues appropriately and serve as the point of contact for high-value or complex transactionsSupport executive leadership in reporting, trend analysis, and business insightsRequired Qualifications
5+ years of direct experience in residential lending , preferably within hard money, private lending, or mortgage operationsIn-depth knowledge of loan origination , processing , and underwriting functions2+ years in a management or supervisory capacity, ideally managing remote or hybrid teamsProficient 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 prioritiesAbility to motivate, train, and hold team members accountablePreferred Qualifications
Experience managing offshore staff (e.g., Philippines)Exposure to real estate investment loans, fix-and-flip, or bridge financingFamiliarity with cross-functional loan operations including compliance, legal, and closingWhy 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.E04JI802mkr9407p53n
