Transaction Coordinator (L2C)

Guild Holdings-posted 4 months ago
$30,000 - $30,000/Yr
Lake Charles, LA
5,001-10,000 employees
Credit Intermediation and Related Activities
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The Transaction Coordinator plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. This role performs Lead to Contract duties.

  • 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, subject to the limitations as set forth in Guild's SAFE Act and Consumer Privacy/Safeguarding in Information policies.
  • 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 customer, gathering necessary documentation for pre-approval.
  • Maintain referral source relationships through quick response time and excellent customer service.
  • Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
  • Answer customer inquiries related to active loan, and/or loan application status.
  • Provide clerical and administrative support on an as needed basis.
  • High school diploma or equivalent preferred.
  • Minimum of one year total experience in Mortgage lending or related field.
  • Does not require an active MLO licensing.
  • 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.
  • Medical insurance
  • Dental insurance
  • Vision insurance
  • Life insurance
  • AD&D insurance
  • LTD insurance
  • 401(k) with employer match
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