Transaction Coordinator

Guild Mortgage•Yuma, AZ

3h•$32,733 - $54,554

About The Position

The Transaction Coordinator supports mortgage originators, under direct supervision, by helping build complete loan files for submission. The role may perform Lead to Contract duties, Contract to Close duties, or both, and provides customer, referral-source, and administrative support throughout the loan process, subject to Guild policies and applicable legal limitations. The position uses a low level of independent judgment; standard responsibilities are performed with only minor variation, and complex issues are escalated for advice and resolution. There are no direct or indirect reports, and travel is 0%.

Requirements

High school diploma or equivalent preferred.
At least one year of total experience in mortgage lending or a related field.
An active MLO license is not required.
Ability to manage multiple priorities; strong organization and attention to detail.
Strong sense of urgency and responsiveness.
Commitment to excellent customer service, patience, and professionalism with internal and external customers.
Proficiency with 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.
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.

Nice To Haves

High school diploma or equivalent.

Responsibilities

Assist originators with appointment setting for prospective and new applicants, including timely lead callbacks and tracking lead-to-appointment conversion.
Provide administrative support for client databases and trackers, send online pre-qualification links, and manage originator calendars.
Pull and prepare web applications and perform administrative updates to credit reports and AUS findings for licensed teammates.
Prepare and send thank-you cards to referral sources and new clients.
Serve as a customer and referral-source contact within the limitations of Guild’s SAFE Act and consumer privacy policies, and provide appropriate updates and follow-up.
Run credit on loans assigned to an originator and request status updates from pre-approved clients and referral sources.
Contact expired, pre-approved clients to gather documentation for licensed teammates to update pre-approval documents or letters.
Coordinate, create, obtain compliance approval for, track, and distribute advertising materials; manage monthly compliance-approved email marketing to realtors.
Monitor key dates for loan transactions and respond accordingly.
Send loan forms, disclosures, agreements, and supporting documents to customers for completion and signature, and manage collection of completed documents.
Manage assigned originator databases, track active loans, and enter data as needed.
Provide administrative support in collecting and preparing loan applications and supporting documents for submission to processing.
Order 4506T, SSA, credit supplements, AccountCheck, and The Work Number as needed.
Prepare and submit loan applications to processing, help resolve file issues, escalate processor conditions, and assist processors in clearing loan conditions.
Provide administrative assistance through production and underwriting and give referral sources appropriate status updates on active loans.
Collect supporting documents needed for pre-approval, maintain referral-source relationships through responsive service, and keep up to date with approved programs and software.
Answer customer inquiries about active loans or application status and provide clerical and administrative support as needed.
Observe role restrictions, including not submitting documents to underwriting; assisting borrowers with application completion or explaining documents, programs, or qualification criteria; quoting rates; ordering specified written verifications; or making loan-product, pricing, fee, or rate-lock decisions.