Transaction Coordinator (L2C)

Guild Mortgage Company • Corpus Christi, TX

395d

About The Position

The Transaction Coordinator plays a crucial role in assisting originators in building complete loan files for submission. This position focuses on Lead to Contract duties, providing administrative support, managing client databases, and ensuring excellent customer service throughout the loan process.

Requirements

• High school diploma or equivalent preferred.
• Minimum of one year total experience in Mortgage lending or related field.
• Ability to manage multiple priorities; strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
• Strong verbal and written communication skills.
• Basic math skills.
• Ethical, with a commitment to company values.

Responsibilities

• Assist originator in appointment setting with prospective and new applicants.
• Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
• Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.).
• Send new clients online pre-qualification link on behalf of originator.
• Pull and prep web applications and other administrative based duties, including updating credit reports and AUS findings, for licensed teammates.
• Set and confirm appointments for the originator and manage calendar.
• Prepare and send thank you cards to referral sources and new clients.
• Act as a point of contact for the customer and referral source, keeping them informed throughout the process.
• Run credit on loans assigned to an originator.
• Request status updates from pre-approved clients and referral sources (weekly TBD calls).
• Contact expired, pre-approved clients to gather necessary documentation for licensed teammates to update pre-approval documentation and/or letters.
• Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
• Manage monthly compliance-approved email marketing to realtors.
• Collect supporting documentation from customers for pre-approval.
• Maintain referral source relationships through quick response time and excellent customer service.
• Answer customer inquiries related to active loan, and/or loan application status.

Benefits

• Medical insurance
• Dental insurance
• Vision insurance
• Life insurance
• AD&D insurance
• Long-term disability insurance
• 401(k) with employer match
• Incentive compensation eligibility

What This Job Offers

• Job Type: Full-time
• Industry: Credit Intermediation and Related Activities
• Education Level: High school or GED