Transaction Coordinator

Guild Mortgage•San Diego, CA

54d•Onsite

About The Position

Guild Mortgage Company, a mortgage banking firm dedicated to serving homeowners and buyers since 1960, is seeking a Transaction Coordinator. This role plays a crucial part in assisting originators by performing activities to build complete loan files for submission. The Transaction Coordinator may handle duties from Lead to Contract and/or Contract to Close. The company's goal is to provide affordable home financing with the best terms and unparalleled professionalism and service.

Requirements

High school diploma or equivalent preferred.
Minimum of one year total experience in Mortgage lending or related field.
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.

Nice To Haves

Does not require an active MLO licensing.

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 limitations.
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.
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.
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 policies.
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.