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Transaction Coordinator
Transaction CoordinatorGuild Mortgage • Casper, WY, US
Transaction Coordinator

Transaction Coordinator

Guild Mortgage • Casper, WY, US
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Transaction Coordinator

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the homeowner / 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.

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

  • Provide administrative support managing various client databases. 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.
  • Assisting originator with obtaining an accurate and thorough 1003.
  • 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.
  • 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.

    Target Salary Range : $13 - $16

    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.

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    Transaction Coordinator • Casper, WY, US

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