ZipRecruiter

Log In

1

Transaction Associate Jobs in California (NOW HIRING)

UMB Financial

CLO Senior Transaction Manager

Costa Mesa, CA · On-site

$69K - $109K/yr

As a Senior Transaction Manager, you will own the negotiation, closing, and ongoing administration ... UMB offers competitive and varied benefits to eligible associates, such as Paid Time Off; a 401(k) ...

Marcus & Millichap

Transaction Coordinator

Calabasas, CA · On-site

$25.50 - $28.85/hr

The Revenue Transaction Coordinator is responsible for supporting the revenue accounting function ... High school diploma or equivalent required; associate or bachelor's degree in a related field ...

Marcus & Millichap

Transaction Coordinator

Calabasas, CA · Hybrid

$25.50 - $28.85/hr

The Revenue Transaction Coordinator is responsible for supporting the revenue accounting function ... High school diploma or equivalent required; associate or bachelor's degree in a related field ...

Marcus & Millichap

Transaction Coordinator

Del Mar, CA · On-site

$30.66 - $33.66/hr

High school diploma required; an associate degree is preferred and considered a plus. * Two (2) years of experience in administrative support, transaction coordination, or revenue operations.

Alston

Compliance & Transaction Manager

Los Angeles, CA · Hybrid

$150K - $200K/yr

This role supports a Los Angeles-based team of partners, counsel, and associates as a core, client-facing member of the deal team on sophisticated financing transactions. The ideal candidate brings ...

previous pagenext page

Showing results 21-40

All JobsTransaction Associate JobsTransaction Associate Jobs in California

Transaction Associate information

See California salary details

$17.3K

$76K

$129.3K

How much do transaction associate jobs pay per year?

As of Aug 8, 2026, the average yearly pay for transaction associate in California is $75,969.00, according to ZipRecruiter salary data. Most workers in this role earn between $47,400.00 and $94,700.00 per year, depending on experience, location, and employer.

What are some common challenges transaction associates face when supporting high-volume transactions, and how can they effectively manage these situations?

Transaction Associates often handle a large number of transactions daily, which can lead to challenges such as maintaining accuracy under tight deadlines and prioritizing tasks efficiently. To manage these situations, it is important to develop strong organizational skills, leverage available transaction management systems, and communicate proactively with team members. Attention to detail and the ability to stay calm under pressure are key to ensuring that all documentation is processed correctly and client needs are met promptly. Regular training and staying updated on compliance requirements also help Transaction Associates navigate high-volume periods more effectively.

What are the key skills and qualifications needed to thrive as a transaction associate?

To thrive as a Transaction Associate, you need strong analytical abilities, attention to detail, and a background in finance or business, often supported by a relevant degree. Familiarity with financial software, transaction management systems, and proficiency in Excel are typically required, and certifications such as CFA or FINRA registration may be beneficial. Excellent communication, organizational skills, and the ability to multitask help build strong client relationships and ensure accuracy in high-pressure environments. These combined skills are crucial for efficiently processing transactions, minimizing errors, and maintaining client trust in financial operations.

What skills do you need to be a transaction associate?

A transaction associate needs strong attention to detail, excellent organizational skills, and proficiency with financial software and data entry. Good communication skills and the ability to work efficiently in a fast-paced environment are also important for managing transactions accurately and providing customer service.

What does a transaction associate do?

A Transaction Associate assists with the execution and management of financial transactions, such as mergers, acquisitions, or capital raising activities. They typically support senior members of the team by performing market research, preparing financial models, drafting presentations, and managing documentation. The role requires strong analytical skills, attention to detail, and the ability to communicate effectively with clients and internal teams. Transaction Associates often work in investment banks, private equity firms, or corporate finance departments.
What are the most commonly searched types of Transaction jobs in California? The most popular types of Transaction jobs in California are:
What cities in California are hiring for Transaction Associate jobs? Cities in California with the most Transaction Associate job openings:
Transaction Associate jobs near you
Infographic showing various Transaction Associate job openings in California as of August 2026, with employment types broken down into 1% As Needed, 69% Full Time, 27% Part Time, 1% Temporary, and 2% Contract. Highlights an 97% Physical, 1% Hybrid, and 2% Remote job distribution, with an average salary of $75,969 per year, or $36.5 per hour.

Residential Mortgage Transaction Manager, Associate

SitusAMC

Los Angeles, CA • On-site

$125K - $140K/yr

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Re-posted 22 days ago

Job description

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.
At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local - come join our team!
Position Overview
Apollo Global Management seeks a Residential Mortgage Transaction Manager, Associate for its El Segundo, CA based headquarters. This new role reflects the expansion of Apollo's Residential Mortgage platform, with a focus on residential transition loans (RTL), single-family rental (SFR), land banking and other residential mortgage loans. The Associate will own post-closing transaction management and surveillance across the book, working closely with internal teams and external clients to support the daily demand of Residential Mortgage business. The role will require advanced skills in Excel and general fluency with residential and commercial contracts, comfort reconciling large servicer data files against bank-account activity, mortgage loan documents, remittance reports, funding schedules, and agreements. This is an excellent opportunity for a detail-oriented professional with a strong foundation in real estate finance who thrives in a fast-paced, collaborative environment.
Position requires in office four days per week.
Primary Responsibilities
  • Develop and execute counterparty surveillance procedures to monitor seller, servicer, and originator performance and compliance with transaction agreements
  • Monitor portfolio performance, identify collateral and servicing exceptions, and enforce repurchase and buyback rights when applicable
  • Oversee the monthly remittance and waterfall review process, validating cash flows, payment allocations, and servicing calculations
  • Reconcile monthly servicer remittance reports against bank and collection accounts
  • Monitor controlled deposit, collection, and reserve accounts to confirm sweeps, identify misdirected funds, and flag custodial or DACA irregularities
  • Conduct detailed reviews of Residential Transitional Loan (RTL) draw requests to ensure compliance with loan terms and funding requirements
  • Partner with internal stakeholders, including Accounting, Operations, and Back office in setting up new investments and ensure accurate reporting in trade booking software
  • Monitor facility-level triggers and covenants-including delinquency and credit event triggers, sponsor financial covenants, and amortization or cash-trap events and escalate actual or approaching breaches to deal terms and management
  • Provide analytical support, risk management, and operational oversight to meet servicing requirements
  • Research and resolve loan-related issues by collaborating across departments
  • Support management with special projects, process improvement initiatives, and other responsibilities

Qualifications & Experience
  • Bachelor's degree in business, finance, or a related field (or equivalent work experience)
  • 3-5 years of relevant experience in loan servicing, mortgage operations, or real estate finance
  • Proficiency in Microsoft Office
  • Excellent written and verbal communication skills
  • Self-starter who thrives in a dynamic environment and requires minimal supervision
  • Strong organizational, problem-solving, and analytical skills with a high attention to detail
  • Ability to build effective relationships and collaborate across departments
  • Knowledge of real estate finance, investments, accounting, and insurance principles preferred.

#LI-MS1
Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.
The annual full time base salary range for this role is
$125,000.00 - $140,000.00
Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
Pay Transparency Nondiscrimination Provision
SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.
Know Your Rights, Workplace Discrimination is Illegal
SitusAMC logo

About SitusAMC

Sourced by ZipRecruiter

SitusAMC is where the best and most passionate people come to transform our client's businesses and their own careers. Whether you're a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.

Industry

Real estate

Company size

5,001 - 10,000 Employees

Headquarters location

New York, NY, US

View All SitusAMC Jobs

Apply