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Transaction Coordinator

Company: Guild Holdings Company
Location: Scappoose
Posted on: June 25, 2022

Job Description:

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 providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

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

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.). 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.

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; tracking active loan(s) and entering data as needed.
* 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.).
* Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
* Order out 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 assisting processor in clearing any conditions placed on loan(s).
* Provide any 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:

* 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.


* 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.


* 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%


* 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.

Keywords: Guild Holdings Company, Portland , Transaction Coordinator, Other , Scappoose, Oregon

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