Transaction Coordinator

Essential Functions

• Lead to Contract duties:
  • Aid originators in setting appointments with prospective and new applicants.
  • Call back leads within 20 minutes and maintain a 35% conversion rate.
  • Administer administrative tasks such as managing databases (lead tracker, MyCircle, Zillow), sending pre-qualification links, pulling and preparing web applications, and updating credit reports and AUS findings.
  • Set and confirm appointments for originators and manage calendars.
  • Send thank you cards to referral sources and new clients.
  • Communicate with customers and referral sources, keeping them informed throughout the process.
  • Run credit on loans assigned to originators.
  • Request status updates from pre-approved clients and referral sources.
  • Contact expired pre-approved clients to gather necessary documentation.
  • Support marketing efforts by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials.
  • 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, and other supporting documentation to customers for completion and signature.
  • Manage assigned originator's database, tracking active loans, and entering data as needed.
  • Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries.
  • Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required.
  • Assist with administrative tasks through the production and underwriting process.
  • Provide status updates to referral sources on active loans.

Qualifications

• High school diploma or equivalent preferred, with a minimum of one year total experience in mortgage lending or related field.
• No requirement for an active MLO license.
• Ability to manage multiple priorities; strong detail orientation and highly organized.
• 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.
• Strong verbal and written communication skills.
• Basic math skills.
• Ethical, with a commitment to company values.

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.
• Environmental: Office environment – no substantial exposure to adverse environmental conditions.

Benefits

Includes medical, dental, vision, life insurance, AD&D, LTD, and a 401(k) with employer match.

About the Role

As a mortgage banking firm, 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.