Guild Mortgage
Transaction Coordinator
– Guild Mortgage
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while delivering a level of professionalism and service unsurpassed in the lending industry.
Position Summary The Transaction Coordinator performs, under direct supervision, activities related to assisting originators build complete loan files for submission. This role may perform Lead to Contract and/or Contract to Close duties.
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.) and send new clients online pre‑qualification link on behalf of originator.
Pull and prep web applications and other administrative 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 within 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.
Contract to Close Duties
Monitor key dates related to loan transactions and respond accordingly.
Send loan forms, disclosures, agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.
Manage assigned originator’s database; track active loan(s) and enter data as needed.
Maintain customer contact to ensure follow‑up of loan application and answer basic customer inquiries, providing quality customer service within Guild’s SAFE Act policy.
Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
Order required documents (4506T, SSA, Credit Supplements, AccountCheck, Work Number) as needed.
Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required.
Provide necessary administrative assistance through production and underwriting process.
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 within Guild’s SAFE Act policy limitations.
Maintain referral source relationships through quick response time and excellent customer 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.
Provide clerical and administrative support as needed.
Prohibit submission of documents to underwriting, assistance with completion of application or explanation of documents, loan programs, or qualification criteria, and quoting rates.
Prohibit ordering written employment, income, deposit, mortgage or rental verifications under any circumstances.
Act as a primary point of contact for the customer, keeping the customer informed throughout the process.
Assist originator with obtaining an accurate and thorough 1003.
Analyze customer’s credit and financial scenario to determine appropriate loan product(s).
Price loan in accordance with Guild’s policies and communicate fees to operations team.
Quote rates and make commitments regarding lock to customer.
Discuss product features with customer.
Qualifications
High school diploma or equivalent preferred, along with a minimum of one year total experience in mortgage lending or a related field.
No active MLO licensing required.
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; 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.
Environmental: Office environment – no substantial exposure to adverse environmental conditions.
Guild Mortgage Company is an Equal Opportunity Employer.
#J-18808-Ljbffr
– Guild Mortgage
Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while delivering a level of professionalism and service unsurpassed in the lending industry.
Position Summary The Transaction Coordinator performs, under direct supervision, activities related to assisting originators build complete loan files for submission. This role may perform Lead to Contract and/or Contract to Close duties.
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.) and send new clients online pre‑qualification link on behalf of originator.
Pull and prep web applications and other administrative 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 within 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.
Contract to Close Duties
Monitor key dates related to loan transactions and respond accordingly.
Send loan forms, disclosures, agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.
Manage assigned originator’s database; track active loan(s) and enter data as needed.
Maintain customer contact to ensure follow‑up of loan application and answer basic customer inquiries, providing quality customer service within Guild’s SAFE Act policy.
Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
Order required documents (4506T, SSA, Credit Supplements, AccountCheck, Work Number) as needed.
Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required.
Provide necessary administrative assistance through production and underwriting process.
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 within Guild’s SAFE Act policy limitations.
Maintain referral source relationships through quick response time and excellent customer 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.
Provide clerical and administrative support as needed.
Prohibit submission of documents to underwriting, assistance with completion of application or explanation of documents, loan programs, or qualification criteria, and quoting rates.
Prohibit ordering written employment, income, deposit, mortgage or rental verifications under any circumstances.
Act as a primary point of contact for the customer, keeping the customer informed throughout the process.
Assist originator with obtaining an accurate and thorough 1003.
Analyze customer’s credit and financial scenario to determine appropriate loan product(s).
Price loan in accordance with Guild’s policies and communicate fees to operations team.
Quote rates and make commitments regarding lock to customer.
Discuss product features with customer.
Qualifications
High school diploma or equivalent preferred, along with a minimum of one year total experience in mortgage lending or a related field.
No active MLO licensing required.
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; 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.
Environmental: Office environment – no substantial exposure to adverse environmental conditions.
Guild Mortgage Company is an Equal Opportunity Employer.
#J-18808-Ljbffr