Transaction Coordinator (Contract to Close)

Guild Mortgage•, ID

5h•$32,733 - $54,554•Onsite

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 Contract to Close 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.
Excellent verbal and written communication skills required.
Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
Commitment to company values.
Customer Service - Proactive attention to each person
Integrity - Do and say what's right
Respect - Treat others with dignity
Collaboration - Listen and work together
Learning - Seek knowledge and strive for improvement
Excellence – Deliver the unexpected

Responsibilities

Monitor key dates related to loan transactions and respond accordingly.
Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.
Manage assigned originator's database; tracking active loan(s) and entering data as needed.
Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries, providing quality customer service, subject to Guild’s SAFE Act policy.
Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.
Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).
Provide any necessary administrative assistance through production and underwriting process.
Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information.
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.
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.