Own the client relationship end-to-end, serving as the primary point of contact for institutional investor clients including top-tier Wall Street firms, managing all communication, escalations, and relationship health across the full diligence lifecycle
Deliver final review and sign-off on diligence results for loan portfolios before outcomes are presented to clients
Lead securitization compliance ensuring all diligence deliverables meet SEC reporting requirements and rating agency standards for approved trades
Author and manage reliance letters taking ownership of the accuracy, timeliness, and institutional acceptance of reliance letters across all client engagements
Interface directly with rating agencies serving as Maxwell Diligence's primary liaison to rating agencies, maintaining strong relationships and ensuring continued approval across all five major agencies
Support transaction management, rolling up your sleeves and contribute to deal execution when trades demand it, working alongside the diligence team to hit SLAs
Represent Maxwell Diligence externally as the face of the business with institutional clients, building the kind of trusted, long-term relationships that generate repeat business and referrals
Partner with leadership to shape the strategy, capabilities, and market positioning of Maxwell Diligence as the business scales

10+ years of experience in mortgage due diligence, quality control, or capital markets diligence operations
Deep, established relationships with Wall Street institutional investors and a reputation that precedes you in the space
Hands-on experience with Lauramac or equivalent third-party review platforms
Demonstrated expertise in securitization requirements, SEC compliance, and rating agency guidelines
Extensive experience authoring and delivering reliance letters accepted by major institutional investors
Proven track record managing high-volume, time-sensitive diligence engagements with elite clients
A high tolerance and genuine appetite for demanding hours and fast-moving deal cycles
Exceptional communication and presence, equally effective in client calls, written deliverables, and executive settings

Executive Director

Key skills