Transaction Coordinator

🔥 4 hours ago

🏈 Alabama – Remote

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💵 $15 - $26 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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Logo of Guild Mortgage

Guild Mortgage

1001 - 5000 employees

Founded 1960

🏗️ Construction

💸 Finance

🏠 Real Estate

Construction • Finance • Real Estate

Guild Mortgage is a U. S. -based mortgage lender and loan servicer that provides a wide range of home financing products and services to consumers and business partners. The company offers purchase and refinance mortgages, including conventional, FHA, VA, USDA, jumbo, renovation, construction, reverse mortgages, HELOCs, and specialty programs and down-payment assistance. Guild Mortgage operates nationwide through local branches and loan officers, supports borrowers with servicing and online account management, and partners with builders, real estate agents, title agents, and correspondents.

📋 Description

• Assist originators in appointment setting with prospective and new applicants • Provide new lead callbacks within 20 minutes and maintain a 35% lead-to-appointment conversion rate • Manage client databases including lead tracker, MyCircle, and Zillow • Send online pre-qualification links to new clients • Pull and prepare web applications, update credit reports and AUS findings • Set and confirm originator appointments and manage calendars • Prepare and send thank-you cards to referral sources and new clients • Act as a customer and referral-source point of contact within SAFE Act and privacy policy limitations • Run credit on loans assigned to originators • Request updates from pre-approved clients and referral sources • Gather documentation from expired and pre-approved clients • Coordinate, create, obtain compliance approval for, track, and distribute advertising materials • Manage compliance-approved email marketing to realtors • Monitor key dates for loan transactions • Send loan forms, disclosures, agreements, and supporting documentation for completion and signature • Manage originator databases and track active loans • Maintain customer contact and answer basic inquiries • Support collection and preparation of loan applications and documentation for processing • Order 4506T, SSA, Credit Supplements, AccountCheck, and Work Number as needed • Submit loan applications to processing and help resolve file issues • Escalate processor conditions and assist with clearing loan conditions • Provide administrative support through production and underwriting • Provide loan status updates to referral sources • Keep current with approved programs and software systems • Provide clerical and administrative support as needed • Operate under direct supervision with low independent judgment and escalate complex issues

🎯 Requirements

• High school diploma or equivalent preferred • Minimum of one year total experience in Mortgage lending or related field • Active MLO licensing is not required • Ability to manage multiple priorities • Strong detail orientation and highly organized • Strong sense of urgency and responsiveness • Customer service focus • Patience and professionalism when interacting with internal and external customers • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel • Strong verbal and written communication skills • Basic math skills • Ethical, with a commitment to company values • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications • No direct or indirect reports • Travel: 0% • Primarily sedentary work; frequent use of computer keyboard and mouse • Ability to accurately interpret audio and visual information • Office environment with no substantial exposure to adverse environmental conditions

🏖️ Benefits

• Medical insurance • Dental insurance • Vision insurance • Life insurance • AD&D insurance • LTD insurance • 401(k) with employer match • Incentive compensation eligibility • Pleasant work environment • Reasonable accommodation measures for eligible applicants/employees

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