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Guild Mortgage · 1 day ago

Transaction Coordinator

Atlanta, GA

Full-time

Onsite

Entry Level

1+ years exp

Guild Mortgage Company is a mortgage banking firm dedicated to serving homeowners and buyers. The Transaction Coordinator plays an important role in assisting originators by managing loan files, providing administrative support, and ensuring excellent customer service throughout the loan process.

Consumer LendingLendingMortgageReal Estate

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

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

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

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

Qualification

Mortgage lending experienceData entry proficiencyMicrosoft WordMicrosoft ExcelDetail orientationCustomer service excellenceManage prioritiesCommunication skillsOrganizational skills