Transaction Coordinator

1 month ago

Jacksonville, United States Guild Mortgage Full time

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Transaction Coordinator plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. This role may perform Lead to Contract and/or Contract to Close duties.

Essential Functions

Lead to Contract duties:

  • Assist originator 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.
  • Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.
  • Pull and prep web applications and other administrative based duties, including updating credit reports and AUS findings, for licensed teammates.
  • Set and confirm appointments for the originator and manage calendar.
  • Prepare and send thank you cards to referral sources and new clients.
  • Act as a point of contact for the customer and referral source, keeping them informed throughout the process, subject to the limitations as set forth in Guild's SAFE Act and Consumer Privacy/Safeguarding in Information policies.
  • 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.
  • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
  • Manage monthly compliance-approved email marketing to realtors.

Contract to Close duties:

  • Monitor key dates related to loan transactions and respond accordingly.
  • Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.
  • Manage assigned originator's database; tracking active loan(s) and entering data as needed.
  • Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries, providing quality customer service, subject to Guild's SAFE Act policy.).
  • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
  • Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.
  • Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).
  • Provide any necessary administrative assistance through production and underwriting process.
  • Provide status updates to referral sources on active loans, subject to Guild's policies on Consumer Privacy and Safeguarding of Information.

Additional common duties:

  • Subject to the limitations set forth in Guild's SAFE Act policy, collect supporting documentation from customer, gathering necessary documentation for pre-approval.
  • Maintain referral source relationships through quick response time and excellent custom service.
  • Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
  • Answer customer inquiries related to active loan, and/or loan application status.
  • May provide clerical and administrative support on an as needed basis.
  • Per law and/or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quoting rates.
  • Per company policy and investor guidelines: this role is prohibited from ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances. This also includes:
  • Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process.
  • Assisting Originator with obtaining an accurate and thorough 1003.
  • Analyzing customer's credit and financial scenario and determining appropriate loan product(s).
  • Pricing loan in accordance with Guild's policies and communicating fees to operations team.
  • Quoting rates and making commitments regarding locking to customer.
  • Discussing product features with customer.

Qualifications

  • High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending or related field.
  • Does not require an active MLO licensing.
  • Ability to manage multiple priorities; 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 both internal and external customers.
  • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
  • Strong verbal and written communication skills. Basic math skills.
  • Ethical, with a commitment to company values.

Supervision

  • 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.
  • Travel: 0%

Requirements

  • Physical: Work is primarily sedentary; mobility in an office setting.
  • Manual Dexterity: Frequent use of computer keyboard and mouse.
  • Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
  • Environmental: Office environment - no substantial exposure to adverse environmental conditions.

Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

This position offers eligibility for incentive compensation.

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.

Education
Required: High School

PDN-9c33f600-26ce-467a-90f0-105be423c25f

  • Transaction Coordinator

    1 month ago

    Jacksonville, United States Vanguard Pro Realty, Inc. Full time

    Transaction Coordinator The Transaction Coordinator is responsible for coordinating all aspects of transactions, from the initial contact with the customer to the final closing. This includes gathering and verifying information, preparing documents, scheduling appointments, and communicating with all parties involved. The ideal candidate will have a strong...

  • Transaction Coordinator

    3 weeks ago

    Jacksonville, Florida, United States Vanguard Pro Realty, Inc. Full time

    Transaction CoordinatorThe Transaction Coordinator is responsible for coordinating all aspects of transactions, from the initial contact with the customer to the final closing. This includes gathering and verifying information, preparing documents, scheduling appointments, and communicating with all parties involved. The ideal candidate will have a strong...

  • Transaction Coordinator

    1 month ago

    Jacksonville, United States Vanguard Pro Realty Inc. Full time

    Transaction CoordinatorThe Transaction Coordinator is responsible for coordinating all aspects of transactions, from the initial contact with the customer to the final closing. This includes gathering and verifying information, preparing documents, scheduling appointments, and communicating with all parties involved.The ideal candidate will have a strong...

  • Transaction Coordinator

    3 weeks ago

    Jacksonville, Florida, United States Vanguard Pro Realty Inc. Full time

    Transaction CoordinatorThe Transaction Coordinator is responsible for coordinating all aspects of transactions, from the initial contact with the customer to the final closing. This includes gathering and verifying information, preparing documents, scheduling appointments, and communicating with all parties involved.The ideal candidate will have a strong...

  • Transaction Coordinator

    2 weeks ago

    Jacksonville, Florida, United States Guild Mortgage Full time

    We are looking for a Transaction Coordinator!Play a crucial role in the organizationAssist originators in building complete loan files under direct supervisionTasks include Lead to Contract Transaction, Coordinator, Support, Processor, Customer Service, Contract, and Business Services

  • Transaction Coordinator

    1 month ago

    Jacksonville, United States Guild Full time

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The...

  • Transaction Coordinator

    4 weeks ago

    Jacksonville, United States Guild Mortgage Full time

    Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry. Position Summary The...

  • Transactional Data Specialist

    2 weeks ago

    Jacksonville, United States Kraft Heinz Company Full time

    Job Description PURPOSE - Ensure inventory is accurate by analyzing, correcting and improving all aspects of reporting and transacting of materials and goods. PRINCIPAL ACCOUNTABILITIES - Implement and monitor all key functions related to inventory transactions to assure that they are accurate and timely. Maintain and monitor the cycle count program for...

  • Patient Coordinator

    3 weeks ago

    Jacksonville, United States Great Expressions Dental Centers Full time

    Patient Coordinator Jacksonville, FL, USA Req #2051 Wednesday, June 19, 2024 As a Patient Coordinator, you will be the first point of contact for patients visiting or calling the dental office. Your primary responsibility is to provide exceptional customer service by greeting patients, scheduling appointments, managing patient records, and handling...

  • Logistics Coordinator

    2 weeks ago

    Jacksonville, United States FLS Transportation Service Limited Full time

    FLS Transportation is actively seeking a Carrier Procurement Coordinator in their Jacksonville, FL branch. Responsibilities include: - Negotiate with carriers to maximize profitability and improve efficiency by identifying ways to improve cost savings; - Schedule/Coordinate truck shipments and addressing any issues that come up during transit; - Audit and...

  • Client Care Coordinator

    3 weeks ago

    Jacksonville, United States RP Home Group of Keller Williams First Coast Realty Full time

    DescriptionWe're searching for a diligent Client Care Coordinator to join our dynamic real estate team. You'll be responsible for managing all paperwork in a timely manner, notifying clients of approaching deadlines, ensuring each deal goes through the proper legal channels, scheduling appointments and walkthroughs, and providing superb customer service....

  • Client Care Coordinator

    3 weeks ago

    Jacksonville, United States RP Home Group of Keller Williams First Coast Realty Full time

    Description We're searching for a diligent Client Care Coordinator to join our dynamic real estate team. You'll be responsible for managing all paperwork in a timely manner, notifying clients of approaching deadlines, ensuring each deal goes through the proper legal channels, scheduling appointments and walkthroughs, and providing superb customer service....

  • Logistics Coordinator

    1 month ago

    Jacksonville, United States FLS Transportation Service Limited Full time

    Job DescriptionJob DescriptionSalary: Depends on experienceFLS Transportation is actively seeking a Carrier Procurement Coordinator in their Jacksonville, FL branch.  Responsibilities include:Negotiate with carriers to maximize profitability and improve efficiency by identifying ways to improve cost savings;Schedule/Coordinate truck shipments and...

  • Accounting Coordinator

    4 days ago

    Jacksonville, Florida, United States EverBank Stadium – Delaware North Full time

    The Opportunity Delaware North Sportservice is searching for a full-time Accounting Coordinator to join our team at EverBank Stadium in Jacksonville, Florida. As an Accounting Coordinator, you will be responsible for completing payments and controlling expenses by receiving, processing, verifying, and reconciling invoices. You will also collaborate with team...

  • Customer Experience Coordinator,

    1 month ago

    Jacksonville, United States TD Bank Group Full time

    We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a desktop or laptop. **Customer Experience Coordinator, (30 hrs) Mandarin, Jacksonville** 346345BR Retail Banking Customer Service Jacksonville , FL January 28, 2022 **Company Overview** **About TD Bank, Americas Most Convenient Bank** TD...

  • Project Coordinator

    1 month ago

    Jacksonville, United States Autoscribe Full time

    Job DescriptionJob DescriptionAutoscribe Corporation is comprised of over 50+ employees operating in one of our three locations (Gaithersburg, MD, Fort Lauderdale and Jacksonville FL, our headquarters office). Our team supports the needs of thousands of customers to process over $2 billion in transactions annually. We offer a full portfolio of Company...

  • Patient Care Coordinator

    1 month ago

    Jacksonville Beach, United States Great Expressions Dental Centers Full time

    Patient Coordinator Jacksonville, FL, USA Req #369 Monday, January 29, 2024 Great Expressions Dental Centers provides access to affordable dental care delivering both quality and convenience. Our patients rely on us to improve their oral health and we deliver it – one smile at a time. We are looking for likeminded providers who...

  • Sales Coordinator

    1 week ago

    Jacksonville, United States Ring Power Full time

    Main Duties & Responsibilities: Manages the administrative duties involved with the ordering, procurement, tracking, maintenance, repair and disposal of all equipment purchased by or sold out of the Lift Truck Division of Ring Power. Responsible for ordering all equipment per instruction from sales, rental or used equipment managers. Issue purchase orders...

  • Collision Center Warehouse

    2 weeks ago

    Jacksonville, United States Tom Bush Family of Dealerships Full time

    Job DescriptionJob DescriptionOne of the best places to work in Jacksonville is looking to hire a Warehouse & Parts Coordinator to join our award-winning team. We offer our associates a team environment, great benefits and ongoing training and support. If you are in alignment with our values of integrity, transparency, professionalism and teamwork - this...

  • Front Desk Coordinator

    1 month ago

    Jacksonville, United States The Joint Chiropractic Full time

    Are you looking for a company you can grow your career with and advance in? Are you goal oriented, self-motivated & proactive by nature? Do you have a passion for health and wellness and love sales? If you have the drive, desire, and initiative to work with a world-class organization, we want to talk to you. At The Joint Chiropractic we provide world...