Transaction Coordinator (L2C)

Guild Mortgage•Morgan Hill, CA

1d•$32,733 - $54,554

About The Position

Guild Mortgage Company is hiring a Transaction Coordinator to perform Lead to Contract duties under direct supervision and help originators build complete loan files for submission. The role supports prospective applicants, customers, originators, and referral sources through appointment coordination, administrative work, customer communication, documentation gathering, and marketing support. The position requires limited independent judgment; complex issues are escalated for advice and resolution. It has no direct or indirect reports and does not require an active MLO license. The role is subject to Guild’s SAFE Act, consumer privacy and safeguarding policies, company policy, and investor guidelines. It is prohibited from submitting documents to underwriting; helping borrowers complete applications or explaining documents, loan programs, or qualification criteria; quoting rates or making rate-lock commitments; analyzing customer credit or financial scenarios to select loan products; pricing loans or communicating fees to operations; and ordering specified written verifications. The position is primarily sedentary in an office environment, with frequent computer keyboard and mouse use and regular visual and audio interpretation. Travel is 0%.

Requirements

High school diploma or equivalent preferred.
At least one year of total experience in mortgage lending or a related field.
Strong ability to manage multiple priorities; highly organized and detail-oriented.
Strong sense of urgency and responsiveness.
Commitment to excellent customer service, patience, and professionalism with internal and external customers.
Proficiency in data entry, PDF software, Microsoft Word, and Excel.
Strong verbal and written communication skills and basic math skills.
Ethical conduct and commitment to company values.
Excellent verbal and written communication skills.
Ability to work in a fast-paced, metrics-driven environment.
Proficiency in Microsoft Office Suite, Wiki, collaborative cloud-based programs, and third-party software applications.
No active MLO license is required.

Responsibilities

Assist originators with appointment setting for prospective and new applicants.
Call back new leads within 20 minutes and maintain a 35% conversion rate from lead to appointment.
Manage client databases such as lead trackers, MyCircle, and Zillow, and send new clients an online pre-qualification link on behalf of an originator.
Pull and prepare web applications and perform administrative tasks, including updating credit reports and AUS findings, for licensed teammates.
Set and confirm originator appointments and manage calendars.
Prepare and send thank-you cards to referral sources and new clients.
Serve as a point of contact for customers and referral sources, providing process updates within applicable policy limitations.
Run credit on loans assigned to an originator.
Request weekly status updates from pre-approved clients and referral sources.
Contact expired, pre-approved clients to gather documentation for licensed teammates to update pre-approval documentation or letters.
Coordinate, create, obtain compliance approval for, track, and distribute advertising materials as needed.
Manage monthly compliance-approved email marketing to realtors.
Collect supporting documentation from customers for pre-approval, subject to SAFE Act limitations.
Maintain referral-source relationships through timely responses and customer service.
Keep current with company-approved programs and software systems and implement new systems for the team and clients.
Answer customer inquiries about active loans or application status.
Provide clerical and administrative support as needed.