Transaction Coordinator

🔥 4 minutes ago

☕ Washington – Remote

☕ Washington – Remote

💵 $20 - $35 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

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Cornerstone Capital Bank

WebsiteLinkedInAll Job Openings

51 - 200 employees

🏦 Banking

💸 Finance

Banking • Finance

Cornerstone Capital Bank is a community-focused national bank formed by the merger of Cornerstone Home Lending and Roscoe Bank that provides mortgage origination and servicing, personal and commercial banking, and institutional treasury and liquidity services. The bank emphasizes customer service, stability, and digital convenience, offering fee-free deposit accounts, national ATM access, wire and ACH transfers, and integrated mobile banking alongside personalized, one-on-one financial support. It serves consumers, businesses, and other financial institutions with a broad suite of banking and home-lending products.

📋 Description

• Own the Loan File (Start to Finish) • Be the central hub of each transaction—supporting the Loan Officer, coordinating with the processor, and ensuring nothing falls through the cracks. • Collect and organize client documentation • Run income calculations and structure loan files • Prepare pre-approvals and client-ready scenarios • Set up and disclose loans in the system • Order appraisals and manage key milestones • Keep files moving forward and proactively resolve issues • Ensure all documentation is complete, accurate, and on time • Act as the point person between Loan Officers, processors, clients, and partners • Align daily priorities and keep the team focused on what’s most urgent • Maintain constant visibility on file status and next steps • Review documents thoroughly and catch issues early • Handle high-touch or complex files with confidence • Keep everything organized, compliant, and on track

🎯 Requirements

• Strong organizational skills and attention to detail • Comfortable working online and managing data across multiple systems • Proficiency with MS Office and data entry • Ability to work PST hours (8:00 AM – 5:00 PM) with some flexibility • Basic understanding of the mortgage process is a plus (not required—we’ll train the right person) • Reliable, resourceful, and willing to learn

🏖️ Benefits

• Medical • Dental • Vision • Accidental Death • Long-Term Disability • Short-Term Disability • FSA • HSA • 401K • Basic Life • Voluntary Life • Paid Parental Leave