Teams at Maxwell

Leads Maxwell Diligence’s institutional client relationships, final mortgage portfolio diligence reviews, securitization compliance, reliance letters, rating agency coordination, and transaction execution. The role serves as the primary client contact for major Wall Street investors, ensures deliverables meet SEC and rating agency requirements, and helps shape the business’s strategy and market position. Requires extensive mortgage diligence and capital markets experience, strong institutional relationships, and executive-level communication skills.

Reviews mortgage loan packages, underwriting documentation, data, and fees for regulatory compliance, accuracy, completeness, and salability. Captures and audits loan information, identifies discrepancies and exceptions, researches rebuttals, runs system validations, documents findings, and coordinates with internal teams to resolve issues and meet review timelines.

The Sales Account Executive will drive revenue growth by managing and converting a pipeline of mortgage-related SaaS clients, executing sales strategies and building long-term customer relationships.