AWM | Private Bank | Mortgage Transaction Manager | Associate - Dallas Dallas Associate

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.

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.

• 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

• 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

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.

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