Loan Operations Coordinator

3 days ago


Austin, Texas, United States Guild Mortgage Full time

At Guild Mortgage, we offer a competitive salary of $55,000 - $65,000 per year, depending on location and experience. As a Transaction Coordinator, you will play a vital role in the organization by performing various activities related to assisting originators build complete loan files for submission.

Key Responsibilities
  • Assist originators in appointment setting with prospective and new applicants, providing new lead call backs within 20 minutes and maintaining a 35% conversion rate from lead to appointment.
  • Provide administrative support managing various client databases, sending new clients online pre-qualification links on behalf of originators, and preparing and sending 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, subject to limitations set forth in Guild's SAFE Act and Consumer Privacy/Safeguarding in Information policies.

In addition to these key responsibilities, you will also:

  • 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.
Requirements
  • 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.

We offer a pleasant work environment, excellent benefits package including medical, dental, vision, life insurance, AD&D, LTD, and 401(k) with employer match. This position offers eligibility for incentive compensation.



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