Mortgage Transaction Coordinator

Trustmark Bank • Birmingham, AL

7d

About The Position

The purpose of this job is to train to work with existing customers to retain mortgage financing on their property.

Requirements

• 4 year college graduate, with 3.0 or higher -OR-
• Minimum of 3 years in previous customer service, marketing, mortgage lending or other related experience
• Expertise in communicating effectively with the public
• Marketing/Public relations education or real estate lending knowledge
• Outside sales or lead generation knowledge
• Ability to quickly adapt to software/systems
• Ability to interact with diplomacy and courtesy
• Excellent grammar and writing expertise

Responsibilities

• Assist LO with customer inquiries by providing payment and cost information.
• Facilitate the application process via phone or internet.
• Produce disclosures and other written estimates
• Handle follow up calls for documentation, realtor updates and clearing underwriting conditions
• Mastering the skills needed for all aspects of loan origination.
• Study guidelines and show initiative to learn independently
• Provide sales support to LO such as courtesy calls, thank you notes, conducting sales activities etc.
• Coordinate loan closings with attorneys and closing agents
• Other duties as directed by the LO to provide sales and service support to customers and referral sources
• Perform additional duties as assigned.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level