Transaction Coordinator (L2C)

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 performs Lead to Contract 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.

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.

Requirements

• Travel: 0%


• 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.

Target Salary: $42,000 - $48,000