Transaction Coordinator (L2C)

Guild Holdings Company•Albuquerque, NM

37d

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.
Per law and/or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quoting rates.
Per company policy and investor guidelines: this role is prohibited from ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances. This also includes:
Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process.
Assisting Originator with obtaining an accurate and thorough 1003.
Analyzing customer's credit and financial scenario and determining appropriate loan product(s).
Pricing loan in accordance with Guild's policies and communicating fees to operations team.
Quoting rates and making commitments regarding locking to customer.
Discussing product features with customer.