Guild Mortgage logo
Guild Mortgage

In neighborhoods and communities everywhere, we deliver the promise of home.

Transaction Coordinator

GeneralGeneralFull TimeRemoteJuniorTeam 1,001-5,000Since 1960H1B No SponsorCompany SiteLinkedIn

Location

Kentucky

Posted

21 hours ago

Salary

$20 - $21 / hour

Seniority

Junior

High School1 yr expEnglish

Job Description

Transaction Coordinator

Guild Mortgage

• 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. • Run credit on loans assigned to an originator. • Collect supporting documentation from customer for pre-approval.

Job Requirements

  • High school diploma or equivalent preferred
  • Minimum of one year total experience in Mortgage lending or related field
  • Ability to manage multiple priorities; strong detail orientation and highly organized
  • 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.

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • AD&D
  • LTD
  • 401(k) with employer match

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