Transaction Coordinator (L2C)

Summary: Guild Mortgage is a company that offers a pleasant work environment and competitive compensation. They are seeking a Transaction Coordinator to assist originators in building complete loan files, performing essential Lead to Contract duties and providing administrative support. Responsibilities: - 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.). 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 - 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, subject to the limitations as set forth in 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 - 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. This also includes: - Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process - Assisting Originator with obtaining an accurate and thorough 1003 - Analyzing customer’s credit and financial scenario and determining appropriate loan product(s) - Pricing loan in accordance with Guild’s policies and communicating fees to operations team - Quoting rates and making commitments regarding locking to customer - Discussing product features with customer Required 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 Required Skills: Mortgage Lending, Data Entry, PDF Software, Microsoft Word, Microsoft Excel, Patience Benefits: Medical, Dental, Vision, Life insurance, AD&D, LTD, 401(k) with employer match