Transaction Coordinator

Essential Functions

• Lead to Contract duties:
  • Aid originator in scheduling appointments with prospective and new applicants.
  • Return new lead calls within 20 minutes and achieve a 35% conversion rate to appointments.
  • Administer administrative tasks such as managing client databases (lead tracker, MyCircle, Zillow), sending online pre-qualification links, pulling and preparing web applications, updating credit reports, and AUS findings.
  • Set and confirm appointments for the originator and manage the calendar.
  • Send thank you cards to referral sources and new clients.
  • Communicate with customers and referral sources, keeping them updated throughout the process, subject to Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies.
  • Run credit checks on loans assigned to an originator and request status updates from pre-approved clients and referral sources.
  • Contact expired, pre-approved clients to gather necessary documentation for licensed teammates to update pre-approval documentation and/or letters.
  • Coordinate, create, obtain compliance approval, track, and distribute 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.
  • Submit loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents.
  • Track and enter data for assigned originator's database.
  • 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.
  • Order 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.
  • Assist with administrative tasks through production and underwriting processes.
  • Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information.

Additional Common Duties

• Collect supporting documentation from customers, gathering necessary documentation for pre-approval.
• Maintain referral source relationships through quick response time and excellent customer service.
• Stay 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 loans, or loan application status.
• May provide clerical and administrative support on an as-needed basis.
• Do not submit documents to underwriting; assist borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quote rates.
• Do not order written (non-third-party) employment, income, deposit, mortgage, or rental verifications under any circumstances.
• Do not act as a primary point of contact for the customer, nor keep the customer informed throughout the process.
• Do not assist originator with obtaining an accurate and thorough 1003.
• Do not analyze customer’s credit and financial scenario and determine appropriate loan products.
• Do not price loans in accordance with Guild’s policies and communicate fees to operations team.
• Do not quote rates and make commitments regarding locking to customers.
• Do not discuss product features with customers.

Qualifications

• High school diploma or equivalent preferred, with a minimum of one year total experience in mortgage lending or related field.
• No need for an active MLO license.
• 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.
• Ethical, with a commitment to company values.

Requirements

• Bilingual in Spanish is preferred.

Physical

• Work is primarily sedentary; mobility in an office setting.
• 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.

Benefits

• Competitive compensation and excellent benefits package;
• including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

About the Role

Guild Mortgage Company, established in 1960, is dedicated to providing affordable home financing to customers while maintaining high standards of professionalism and service. The Transaction Coordinator plays a crucial role in the organization by assisting originators in building complete loan files for submission, which may involve Lead to Contract and/or Contract to Close duties.

Pay

Target Salary Range: $42,000.00/yr

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.

Schedule

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