Transaction Coordinator

2 days ago


Bend, Oregon, United States Guild Full time
Job Summary

We are seeking a highly organized and detail-oriented Transaction Coordinator to join our team at Guild Mortgage Company. As a key member of our mortgage banking team, you will play a critical role in assisting originators build complete loan files for submission.

Key Responsibilities
  • Assist originators in appointment setting with prospective and new applicants.
  • Provide administrative support in managing various client databases, including lead tracking and client communication.
  • Prepare and send loan forms, disclosures, and other supporting documentation to customers for completion and signature.
  • Monitor key dates related to loan transactions and respond accordingly.
  • Manage assigned originator's database, tracking active loans and entering data as needed.
  • Provide customer contact to ensure follow-up of loan application and answer basic customer inquiries.
  • Order necessary documentation, such as credit reports and employment verification.
  • Prepare and submit loan applications to processing, helping to resolve any subsequent file issues.
Requirements
  • High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending or related field.
  • Ability to manage multiple priorities, with strong detail orientation and highly organized.
  • Works with a strong sense of urgency and responsiveness.
  • Passionate about delivering excellence in customer service.
  • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
What We Offer

Guild Mortgage Company offers a competitive compensation package, including medical, dental, vision, life insurance, AD&D, LTD, and 401(k) with employer match. We are an Equal Opportunity Employer and welcome applications from diverse candidates.



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