Transaction Coordinator

About the role

This role is the heart of the loan process, owning the file from pre-approval through closing. The successful candidate will support Loan Officers, coordinate with processors, and ensure that everything moves smoothly, accurately, and efficiently.

Responsibilities

• Own the Loan File (Start to Finish)
• Be the central hub of each transaction—supporting the Loan Officer, coordinating with the processor, and ensuring nothing falls through the cracks.
• Pre-Approval & Setup
• Collect and organize client documentation
• Run income calculations and structure loan files
• Prepare pre-approvals and client-ready scenarios
• Support Loan Officers with clean, ready-to-present files
• File Management (Contract to Close)
• Set up and disclose loans in the system
• Order appraisals and manage key milestones
• Keep files moving forward and proactively resolve issues
• Ensure all documentation is complete, accurate, and on time
• Communication & Coordination
• Act as the point person between Loan Officers, processors, clients, and partners
• Align daily priorities and keep the team focused on what’s most urgent
• Maintain constant visibility on file status and next steps
• Problem Solving & Detail Management
• Review documents thoroughly and catch issues early
• Handle high-touch or complex files with confidence
• Keep everything organized, compliant, and on track

Requirements

• Strong time management and organization
• Ability to prioritize constantly in a fast-moving environment
• Comfort managing multiple files at different stages simultaneously
• A proactive mindset—you don’t wait for problems, you solve them early
• Clear, consistent communication with teammates and clients

Qualifications

• Strong organizational skills and attention to detail
• Comfortable working online and managing data across multiple systems
• Proficiency with MS Office and data entry
• Ability to work PST hours (8:00 AM – 5:00 PM) with some flexibility
• Basic understanding of the mortgage process is a plus (not required—we’ll train the right person)
• Reliable, resourceful, and willing to learn

Benefits

• Competitive salary
• Medical, Dental, Vision, Accidental Death, Long-Term Disability, Short-Term Disability, FSA, HSA, 401K
• Voluntary Life, and Paid Parental Leave
• Opportunity for a performance based bonus based on position and department