Transaction Coordinator

  • Location
    Seattle, Washington
  • Category
    Loan / Mortgage
  • Job reference:
    US_EN_5_849435_2863268
  • Job type
    Contract/Temp to Hire

Transaction Coordinator

The Transaction Coordinator plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission.  This role may perform Lead to Contract and/or Contract to Close duties.

Essential Functions

Lead to Contract duties:

  • 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.
  • Act as a point of contact for the customer and referral source, keeping them informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies.
  • Run credit on loans assigned to an originator.
  • Request status updates from pre-approved clients and referral sources (weekly TBD calls).
  • Contact expired, pre-approved clients to gather necessary documentation for licensed teammates to update pre-approval documentation and/or letters.
  • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
  • Manage monthly compliance-approved email marketing to realtors.
  • Contract to Close duties:

  • Monitor key dates related to loan transactions and respond accordingly.
  • Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.
  • Manage assigned originator's database; tracking active loan(s) and entering data as needed.
  • Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries, providing quality customer service, subject to Guild’s SAFE Act policy.).
  • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
  • Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.
  • Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).
  • Provide any necessary administrative assistance through production and underwriting process.
  • Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information.
  • Qualifications

  • High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending or related field.
  • Does not require an active MLO licensing.
  • Ability to manage multiple priorities; strong detail orientation and highly organized.
  • Works with a strong sense of urgency and responsiveness.
  • Passionate about delivering excellence in customer service.
  • Demonstrated patience and professionalism when interacting with both internal and external customers.
  • 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.
  • Pay starting at $22/hr.

    Located onsite in Bellevue, WA

     

     

     

     

     

     

     



    Equal Opportunity Employer/Veterans/Disabled

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