Transaction Coordinator
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the homeowner / buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.
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
- Provide administrative support managing various client databases. 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.
- Assisting originator with obtaining an accurate and thorough 1003.
- 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.
Additional common duties :
Subject to the limitations set forth in Guild's SAFE Act policy, collect supporting documentation from customer, gathering necessary documentation for pre-approval.Maintain referral source relationships through quick response time and excellent custom service.Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.Answer customer inquiries related to active loan, and / or loan application status.May provide clerical and administrative support on an as needed basis.Per law and / or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quoting rates.Per company policy and investor guidelines : this role is prohibited from ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances.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.Supervision
No direct or indirect reports.Low level of independent judgment and discretion used in decision-making; executes standard core job responsibilities with only minor variation and escalates more complex issues for advice and resolution.Travel : 0%Requirements
Physical : Work is primarily sedentary; mobility in an office setting.Manual Dexterity : Frequent use of computer keyboard and mouse.Audio / Visual : Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud / viewed on a screen, as well as print and other media.Environmental : Office environment no substantial exposure to adverse environmental conditions.Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
Target Salary Range : $13 - $16
This position offers eligibility for incentive compensation.
Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.
