Transaction Coordinator

🔥 24 minutes ago

🐎 Kentucky – Remote

🐎 Kentucky – Remote

💵 $20 - $21 / hour

⏰ Full Time

🟢 Junior

🚫👨‍🎓 No degree required

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Guild Mortgage

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 1960

💸 Finance

🏠 Real Estate

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 originator in appointment setting with prospective and new applicants. • Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment. • Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). • Send new clients online pre-qualification link on behalf of originator. • Pull and prep web applications and other administrative based duties, including updating credit reports and AUS findings, for licensed teammates. • Set and confirm appointments for the originator and manage calendar. • Prepare and send thank you cards to referral sources and new clients. • Run credit on loans assigned to an originator. • Collect supporting documentation from customer for pre-approval.

🎯 Requirements

• High school diploma or equivalent preferred • Minimum of one year total experience in Mortgage lending or related field • Ability to manage multiple priorities; strong detail orientation and highly organized • 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.

🏖️ Benefits

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