Transaction Coordinator

This is a fully remote position, open to applicants in Washington.

📋 Description

• Take full ownership of the Loan File from inception to completion.

• Serve as the primary point of contact for each transaction—providing support to the Loan Officer, collaborating with the processor, and ensuring seamless progression.

• Gather and systematically organize client documentation.

• Conduct income calculations and structure loan files appropriately.

• Generate pre-approvals and scenarios that are ready for client presentation.

• Initiate and disclose loans within the system.

• Request appraisals and oversee critical milestones.

• Ensure files progress smoothly and proactively address any issues that arise.

• Confirm that all documentation is complete, accurate, and submitted punctually.

• Act as the liaison among Loan Officers, processors, clients, and partners.

• Prioritize daily tasks effectively and keep the team focused on urgent matters.

• Maintain continuous visibility on file status and outline next steps.

• Carefully review documents to identify and resolve issues early on.

• Manage high-touch or intricate files with assurance.

• Keep all processes organized, compliant, and on track.

⛳️ Requirements

• Excellent organizational abilities and meticulous attention to detail.

• Comfortable managing data online and navigating multiple systems.

• Proficient in MS Office and data entry tasks.

• Availability to work PST hours (8:00 AM – 5:00 PM) with some flexibility.

• Basic knowledge of the mortgage process is advantageous (not mandatory—we will train the right candidate).

• Dependable, resourceful, and eager to learn.

🏝️ Benefits

• Medical

• Dental

• Vision

• Accidental Death

• Long-Term Disability

• Short-Term Disability

• FSA

• HSA

• 401K

• Basic Life

• Voluntary Life

• Paid Parental Leave