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, ensuring timely follow-up and conversion rates.
  • Provide administrative support in managing client databases, sending pre-qualification links, and updating credit reports and AUS findings.
  • Set and confirm appointments for originators, manage calendars, and prepare thank-you cards for referral sources and new clients.
  • Act as a point of contact for customers and referral sources, keeping them informed throughout the process while adhering to Guild's SAFE Act and Consumer Privacy/Safeguarding policies.
  • Run credit on assigned loans, request status updates from pre-approved clients, and contact expired clients to gather necessary documentation.
  • Provide marketing support by coordinating, creating, and distributing advertising materials, as well as managing monthly compliance-approved email marketing to realtors.
Requirements
  • High school diploma or equivalent, along with a minimum of one year of experience in mortgage lending or a related field.
  • Ability to manage multiple priorities, demonstrate strong detail orientation, and work with a sense of urgency and responsiveness.
  • Proficiency in data entry, PDF software programs, Microsoft Word, and Excel, as well as strong verbal and written communication skills.
  • Ethical commitment to company values and a passion for delivering excellence in customer service.
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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