National Life Insurance Company

National Life Insurance Company

Transaction Manager, Residential Mortgage Whole Loans

Addison, TX; Montpelier, VT

Work authorization required$103k-$151kDetected 10 hours ago
Project ManagementAccountingValuationCommunicationProblem SolvingOrganizational Skills

About the role

  • Come join one of America's fastest-growing insurance companies.
  • Since 1848, National Life Group has aimed to keep our promises, providing families with stability in good times and in bad.
  • Throughout that history, we have provided peace of mind to those families as they plan their futures.

Responsibilities

  • Each company of National Life Group is solely responsible for its own financial condition and contractual obligations.

Requirements

  • Seven (7) or more years of experience in transaction management within the residential mortgage industry.
  • Experience managing residential whole loan acquisitions, transaction closings, and settlement processes.
  • Working knowledge of MLPAs, bailee letters, custodial/trust receipts, servicing transfers, and EPD/EPO claims.
  • Experience with loan-level due diligence, collateral management, and contract administration.

Nice to have

  • Experience supporting institutional residential whole loan investment portfolios.
  • Experience managing relationships with third-party vendors, servicers, custodians, and transaction counterparties.
  • Knowledge of portfolio accounting, valuation processes, and investor reporting.
  • Ability to thrive in a collaborative, fast-paced investment environment.
  • AI Proficiency Expectations
  • We use AI to help us work smarter, serve more clients, and keep our promises, while remaining a relationship-driven business where our people are our greatest strength.
  • All applicants are expected to:

Skills

  • Leverage approved AI tools, where appropriate, to improve the efficiency, quality, and impact of their work.
  • Stay curious and open to new AI-enabled ways of working.
  • Exercise sound judgment by reviewing and validating AI-generated content.

Compensation

  • The base pay range for this position is the range National Life reasonably and in good faith expects to pay for the position taking into account the wide variety of factors, including: prior experience and job-related knowledge; education, training and certificates; current business needs; and market factors.
  • The final salary or hourly wages offered may be outside of this range based on other reasons and individual circumstances.
  • Additional Compensation and Benefits.
  • The total compensation package for this position may also include a full range of medical, financial, and/or other benefits (including 401(k) eligibility and various paid time off benefits, such as vacation, sick time, and parental leave), dependent on the position offered.
  • The successful candidate may also be eligible to participate in National Life's discretionary annual incentive programs, subject to the rules governing such programs.
  • If hired, the employee will be in an "at-will position" and National Life reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, company or individual department/team performance, and market factors.
  • Salary Pay Range
  • $103,125 - $151,250 USD

Benefits

  • Your benefits start day one and are flexible and customizable to your and your family's specific needs.
  • Check out the BENEFITS of a Career at National Life!
  • education, training and certificates
  • Additional Compensation and Benefits.
  • National Life Group® is a trade name of National Life Insurance Company, Montpelier, VT - founded in 1848, Life Insurance Company of the Southwest, Addison, TX - chartered in 1955, and their affiliates.
  • Life Insurance Company of the Southwest is not an authorized insurer in New York and does not conduct insurance business in New York.
  • Equity Services, Inc., Member FINRA/SIPC, is a Broker/Dealer and Registered Investment Adviser affiliate of National Life Insurance Company.

Company info

  • NLG Capital, the investment management company of NLG, manages approximately $40+ billion in AUM. Our purpose is simple - to allow NLG to keep its promises. How we do this - an obsessive focus on delivering investment results. We drive results through a rigorous but collaborative investment process, and we hold ourselves to the highest of standards, both as investors and teammates. While our process is based on rigor, our culture is based on our guiding principles: Meritocracy, Uncompromising Transparency, Intellectual Honesty, Performance Driven Learning, Relentless Pursuit of Excellence. These principles serve as the foundation of our team. They govern the way we conduct ourselves, how we interact with teammates and how we approach every investment decision. We act with the integrity and humility required to make the investment decision that is right for the firm, and ultimately our policyholders. Our culture has been deliberately built to foster curiosity and provide opportunities to learn and grow, both as people and investors. The flat and collaborative nature of our team promotes an atmosphere where the best ideas are continually expressed and rewarded. Our pursuit of excellence is unwavering.
  • Please note that we do not offer visa sponsorship for this position.
  • Transaction Manager, Residential Mortgage Whole Loans
  • Role Summary
  • Manage the transaction process for residential whole loan acquisitions from due diligence through closing and post-settlement portfolio support.
  • Coordinate settlement activities with Trade Support, Accounting, Technology, and external vendor partners.
  • Track and manage collateral documentation and credit file requirements.
  • Oversee third-party due diligence by establishing review scope, evaluating findings, resolving conditions, and identifying loans requiring exclusion or repricing.
  • Manage Mortgage Loan Purchase Agreements (MLPAs) and related transaction documentation from execution through settlement.
  • Coordinate servicing transfers, including loan data and document delivery between outgoing and incoming servicers.
  • Monitor servicer performance against servicing agreements and portfolio expectations.
  • Track Early Payment Defaults (EPD) and Early Payoffs (EPO), managing premium recapture and repurchase claims with sellers.
  • Coordinate Know Your Counterparty (KYC) activities with the Trading team.
  • Partner with Accounting, Trade Support, and other stakeholders to maintain accurate transaction records, valuations, and reporting.

Visa & Work Authorization

  • Please note that we do not offer visa sponsorship for this position.
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This listing is sourced directly from National Life Insurance Company's careers page and normalized into a canonical job model.