Transaction Coordinator Jobs

About The Position

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.

Benefits

• medical
• dental
• vision
• life insurance
• AD&D
• LTD
• 401(k) with employer match