Transaction Coordinator Job Description Template
Our company is looking for a Transaction Coordinator to join our team.
Responsibilities:
- Analyzing customer’s credit and financial scenario and determining appropriate loan product(s);
- Provide any necessary administrative assistance through production and underwriting process;
- Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process;
- Maintain referral source relationships through quick response time and excellent custom service;
- Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information;
- Manage monthly compliance-approved email marketing to realtors;
- IPA Website Contact Us Submission: Receive and handle all client website inquiries;
- Keep organized, complete transaction files in accordance with state DRE requirements;
- Log and organize into logical deal folders documents sent to/received from purchasers/sellers;
- Creates Master Client files with all necessary documents for all transactions;
- Maintain Transactions’ team calendar and deal list;
- Coordinate access to site, gathering and organizing information for potential dispositions and distributing such to brokers and potential purchasers;
- Other duties as assigned;
- Assist with preparation of Investment Committee/Trustee approval/closing memoranda and supporting materials;
- Launches activity tracking file, changes MRIS status, if applicable, and contacts lending institution to confirm formal application.
Requirements:
- Environmental: Office environment – no substantial exposure to adverse environmental conditions;
- Ethical, with a commitment to company values;
- Demonstrated patience and professionalism when interacting with both internal and external customers;
- Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required;
- Manual Dexterity: Frequent use of computer keyboard and mouse;
- Physical: Work is primarily sedentary; mobility in an office setting;
- Passionate about delivering excellence in customer service;
- Works with a strong sense of urgency and responsiveness;
- Ability to manage multiple priorities; strong detail orientation and highly organized;
- Strong verbal and written communication skills. Basic math skills;
- 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.