Transaction Coordinator (L2C)

Guild Mortgage • Longview, TX

5d

About The Position

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.

Requirements

• High school diploma or equivalent preferred, along with a 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.

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, 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.
• Subject to the limitations set forth in Guild’s SAFE Act policy, collect supporting documentation from customer, gathering necessary documentation for pre-approval.
• Maintain referral source relationships through quick response time and excellent custom 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.
• May provide clerical and administrative support on an as needed basis.

Benefits

• Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED