Enjoy a new online banking experience with the same exceptional customer service you expect from Cornerstone companies.
Transaction Coordinator
Location
Washington
Posted
1 day ago
Salary
$20 - $35 / hour
Seniority
Senior
Job Description
Transaction Coordinator
Cornerstone Capital Bank
• Own the Loan File (Start to Finish) • Be the central hub of each transaction—supporting the Loan Officer, coordinating with the processor, and ensuring nothing falls through the cracks. • Collect and organize client documentation • Run income calculations and structure loan files • Prepare pre-approvals and client-ready scenarios • Set up and disclose loans in the system • Order appraisals and manage key milestones • Keep files moving forward and proactively resolve issues • Ensure all documentation is complete, accurate, and on time • Act as the point person between Loan Officers, processors, clients, and partners • Align daily priorities and keep the team focused on what’s most urgent • Maintain constant visibility on file status and next steps • Review documents thoroughly and catch issues early • Handle high-touch or complex files with confidence • Keep everything organized, compliant, and on track
Job Requirements
- Strong organizational skills and attention to detail
- Comfortable working online and managing data across multiple systems
- Proficiency with MS Office and data entry
- Ability to work PST hours (8:00 AM – 5:00 PM) with some flexibility
- Basic understanding of the mortgage process is a plus (not required—we’ll train the right person)
- Reliable, resourceful, and willing to learn
Benefits
- Medical
- Dental
- Vision
- Accidental Death
- Long-Term Disability
- Short-Term Disability
- FSA
- HSA
- 401K
- Basic Life
- Voluntary Life
- Paid Parental Leave
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