Transaction Coordinator

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

📋 Description

• Serve as the main point of contact and intermediary between clients, the Branch Manager, Branch Sales Manager, and/or designated Loan Originator(s).

• Assess documentation received within 24 hours for any discrepancies, omissions, verified income calculations, asset verification, and make necessary updates in Encompass based on confirmed information; promptly inform Loan Originators of any discrepancies identified in documentation.

• Monitor all requested documents within Encompass.

• Work together with Loan Originators to resolve issues related to files and documents.

• Execute DU, organize and submit files, and manage requests and clearance of conditions.

• Effectively meet deadlines while handling multiple assignments/projects.

• Deliver exceptional customer service to both internal and external stakeholders.

• Engage with both borrowers and realtors.

• Open to working flexible hours and overtime when necessary.

⛳️ Requirements

• High School diploma or its equivalent.

• At least 1 year of experience is preferred.

• Preferred experience in current conventional fixed and adjustable-rate mortgages, HELOC, and construction loan processing or origination.

• Familiarity with RESPA and all regulations related to mortgage and consumer lending, as well as loan documents, is preferred.

• Experience with Encompass is required.

• State and Federal NMLS License is desired.

• Strong communication and collaboration skills.

• Proficient in DU, LP, Microsoft Office, and Windows.

🏝️ Benefits

• Medical

• Dental

• Vision

• 401K

• Company-provided short-term disability

• Employee assistance program

• Wellness program