Transaction Coordinator
About The Position
Looking for more than just a job? If you want to be part of a true “work family,” you’ve found the right place! We’re seeking a motivated self-starter who manages time effectively and takes pride in providing exceptional service to both customers and Home Loan Specialists. In the Transaction Coordinator role, you’ll support loan officers with a variety of administrative tasks related to loan applications, collecting and verifying documentation, ensuring compliance with underwriting requirements, maintaining accurate files, submitting title requests, and preparing completed files for processing. Clear and consistent communication with borrowers and team members will be a key part of your day-to-day responsibilities.
Requirements
- Professional, positive attitude with strong customer service skills
- Ownership mindset and ability to thrive in a team environment
- Excellent organization, time management and follow-up skills
- Strong verbal and written communication
- High attention to detail
- Comfortable using technology and working with numbers
- Provide applicants with information regarding the loan application process
- Ability to solve practical problems and deal with a variety of concrete variables in situations where only limited standardization exists.
- The ability to interpret a variety of instructions furnished in written, oral, diagram, or schedule form.
- To perform this job successfully, an individual must be able to perform each essential duty satisfactorily.
- Must be able to pass a criminal history information background check.
Nice To Haves
- related residential mortgage lending process experience and/or training or equivalent combination of education and experience preferred but not required.
Responsibilities
- Support loan officers with a variety of administrative tasks related to loan applications
- Collecting and verifying documentation
- Ensuring compliance with underwriting requirements
- Maintaining accurate files
- Submitting title requests
- Preparing completed files for processing
- Clear and consistent communication with borrowers and team members
Benefits
- Medical
- Dental
- Vision
- HSA
- FSA
- Life
- Disability
- Accident
- Cancer
- Critical Illness
- Paid Time Off
- 401(k)
- ESOP (Employee Stock Ownership Program)
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
High school or GED
