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Transaction Coordinator

🔥 18 hours ago

🌽 Illinois – Remote

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đź’µ $15 - $26 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

đź‘» Ghost score 0%

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Logo of Guild Mortgage

Guild Mortgage

1001 - 5000 employees

Founded 1960

🏗️ Construction

đź’¸ 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.

đź“‹ Description

• Assist originators in building complete loan files for submission • Perform Lead to Contract and/or Contract to Close duties • Assist with appointment setting and provide new lead callbacks within 20 minutes • Maintain a 35% lead-to-appointment conversion rate • Manage client databases including lead tracker, MyCircle, and Zillow • Send online pre-qualification links and prepare web applications • Update credit reports and AUS findings for licensed teammates • Set and confirm 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 an originator • Request status updates and gather documentation from pre-approved or expired clients • Coordinate, create, obtain compliance approval for, track, and distribute advertising materials • Manage monthly compliance-approved email marketing to realtors • Monitor key dates for loan transactions • Send loan forms, disclosures, agreements, and supporting documentation for completion and signature • Collect completed documents and maintain assigned originator databases • Track active loans and enter data as needed • Answer basic customer inquiries and provide follow-up • Collect and prepare supporting documentation for loan applications • Order 4506T, SSA, Credit Supplements, AccountCheck, and Work Number as needed • Prepare and submit loan applications to processing • Help resolve file issues and escalate processor conditions • Provide administrative assistance through production and underwriting • Provide status updates to referral sources on active loans • Maintain referral-source relationships through quick response and customer service • Keep current with approved programs and software systems and implement new systems • Provide clerical and administrative support as needed • Do not submit documents to underwriting, assist borrowers with applications or qualification explanations, analyze credit scenarios, price loans, quote rates, or discuss product features

🎯 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 commitment to company values • Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications • Frequent use of computer keyboard and mouse • Ability to accurately interpret audio and visual information • Primarily sedentary work and mobility in an office setting

🏖️ Benefits

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

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