Transaction Coordinator

1 month ago


Sens, Bourgogne-Franche-Comté, United States Guild Mortgage Full time
Job Summary

The Transaction Coordinator plays a vital role in the organization by performing a range of activities related to assisting originators build complete loan files for submission. This role performs Lead to Contract duties, ensuring seamless communication with customers and referral sources.

Key Responsibilities
  • Assist originators 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.
  • Manage various client databases, including lead trackers, MyCircle, Zillow, and send new clients online pre-qualification links on behalf of originators.
  • Pull and prep web applications and other administrative duties, including updating credit reports and AUS findings, for licensed teammates.
  • Set and confirm appointments for originators and manage calendars.
  • Prepare and send thank you cards to referral sources and new clients.
  • Act as a point of contact for customers and referral sources, keeping them informed throughout the process.
  • Run credit on loans assigned to originators.
  • Request status updates from pre-approved clients and referral sources.
  • Contact expired, pre-approved clients to gather necessary documentation for licensed teammates.
  • Provide marketing support by coordinating, creating, and distributing advertising materials as needed.
  • Manage monthly compliance-approved email marketing to realtors.
Additional Responsibilities
  • Collect supporting documentation from customers and gather necessary documentation for pre-approval.
  • Maintain referral source relationships through quick response times and excellent customer service.
  • Keep up to date with company-approved programs and software systems.
  • Answer customer inquiries related to active loans and/or loan application status.
  • Provide clerical and administrative support as needed.
Requirements
  • High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending or a 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.
  • Demonstrated patience and professionalism when interacting with internal and external customers.
  • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
  • Strong verbal and written communication skills.


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