Transaction Coordinator

🔥 2 minutes ago

🐎 Kentucky – Remote

🐎 Kentucky – Remote

💵 $40k / year

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

👻 Ghost score 0%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

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Guild Mortgage

WebsiteLinkedInAll Job Openings

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 with building complete loan files for submission • Perform Lead to Contract and/or Contract to Close duties • Assist with appointment setting for 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 trackers, MyCircle, and Zillow • Send online pre-qualification links to new clients • Pull and prepare web applications, update credit reports and AUS findings, and perform administrative duties 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 policy limitations • Run credit on loans assigned to an originator • Request status updates from pre-approved clients and referral sources • Contact expired and pre-approved clients to gather documentation • Coordinate, create, obtain compliance approval for, track, and distribute advertising materials • Manage compliance-approved email marketing to realtors • Monitor key loan transaction dates • Send loan forms, disclosures, agreements, and supporting documentation for completion and signature • Collect completed documents and manage assigned originator databases • Maintain customer contact and answer basic inquiries • Support collection and preparation of loan applications and supporting documentation for processing • Order 4506T, SSA, Credit Supplements, AccountCheck, and Work Number reports as needed • Prepare and submit loan applications to processing and help resolve file issues • Escalate processor conditions and assist with clearing loan conditions • Provide administrative assistance through production and underwriting • Provide status updates to referral sources on active loans • Collect supporting documentation for pre-approval • Maintain referral-source relationships through quick response and customer service • Keep current with company-approved programs and software systems • Implement and execute new systems for teams and clients • Provide clerical and administrative support as needed • No direct or indirect reports; escalate complex issues for advice and resolution

🎯 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 orientation • 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 • Primarily sedentary work with mobility in an office setting • Frequent use of computer keyboard and mouse • Ability to accurately interpret sounds and associated meanings • Ability to accurately perceive, distinguish, and interpret visual and audio information

🏖️ Benefits

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