Transaction Coordinator

2 weeks ago

Allen, United States Prosperity Home Mortgage Full time
Job Summary: The Transaction Coordinator plays a vital role within our mortgage team, providing essential administrative support to Mortgage Consultants under the guidance of the Regional Mortgage Leader. This position is ideal for a motivated individual eager to build a career in the mortgage industry. The successful candidate will demonstrate a positive attitude, strong work ethic, and a commitment to learning and growth.

Key Responsibilities:

  • Prepare and review loan files for submission to operations, including ordering necessary documentation such as hazard insurance, appraisals, and title work, as well as gathering any additional supporting documents.
  • Verify documents for accuracy and completeness, proactively following up to request any outstanding information.
  • Develop a thorough understanding of conventional, FHA, and VA underwriting requirements and guidelines to facilitate effective processing.
  • Stay informed about industry changes and loan product updates issued by government agencies, demonstrating resourcefulness and initiative.
  • Support Mortgage Consultants in managing communication and pipeline processes, ensuring any additional documentation required by operations is obtained promptly.
  • Coordinate closing processes by liaising with closing agents and ensuring a smooth transition.
  • Oversee the coordination of Preclosing Closing Disclosures, including reviewing final Closing Disclosures with borrowers.
  • Become proficient in using Goldmine (CRM) to assist Mortgage Consultants with basic tasks and manage customer relationships effectively.
  • Carry out additional duties as assigned to meet team objectives and enhance operational efficiency.
Minimum Qualifications: To be successful in this role, individuals should meet the following criteria:
  • High School diploma or equivalent combination of education and experience.
  • Strong organizational skills with the ability to manage multiple tasks and meet critical deadlines.
  • A quick learner with a willingness to seek professional growth and development.
  • Exceptional customer service skills and the ability to foster positive relationships with colleagues and clients.
  • Effective communication skills, with an emphasis on maintaining rapport with all team members.


We are a company that provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.

This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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