Transaction Coordinator

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

📋 Description

• Assist originators in setting appointments with potential and existing applicants.

• Respond to new lead callbacks within 20 minutes and achieve a 35% lead-to-appointment conversion rate.

• Oversee client databases, including lead tracker, MyCircle, and Zillow.

• Distribute online pre-qualification links to new clients.

• Retrieve and prepare web applications, update credit reports, and AUS findings.

• Schedule and confirm appointments for originators and manage their calendars.

• Draft and send thank-you cards to referral sources and new clients.

• Serve as a point of contact for customers and referral sources within the boundaries of SAFE Act and privacy policies.

• Conduct credit checks on loans assigned to originators.

• Request updates from pre-approved clients and referral sources.

• Collect documentation from expired and pre-approved clients.

• Coordinate, create, obtain compliance approval for, track, and disseminate advertising materials.

• Manage compliance-approved email marketing campaigns targeted at realtors.

• Monitor crucial dates related to loan transactions.

• Distribute loan forms, disclosures, agreements, and supporting documentation for completion and signature.

• Oversee originator databases and track active loans.

• Maintain customer communication and address basic inquiries.

• Assist in the collection and organization of loan applications and documentation for processing.

• Order 4506T, SSA, Credit Supplements, AccountCheck, and Work Number as necessary.

• Submit loan applications for processing and help resolve any file issues.

• Escalate processor conditions and assist in clearing loan conditions.

• Provide administrative support throughout production and underwriting processes.

• Update referral sources on loan status.

• Stay informed about approved programs and software systems.

• Offer clerical and administrative assistance as required.

• Work under direct supervision with limited independent judgment and escalate complex issues accordingly.

⛳️ Requirements

• High school diploma or equivalent is preferred.

• At least one year of experience in mortgage lending or a related field is required.

• Active MLO licensing is not mandatory.

• Ability to handle multiple priorities effectively.

• Strong attention to detail and exceptional organizational skills.

• High sense of urgency and responsiveness.

• Focus on customer service.

• Patience and professionalism when dealing with both internal and external customers.

• Proficient in data entry, PDF software programs, Microsoft Word, and Excel.

• Excellent verbal and written communication abilities.

• Basic mathematical skills.

• Ethical disposition with a commitment to the company's values.

• Proficient in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications.

• No direct or indirect reports are required.

• Travel: 0%.

• Primarily sedentary work; frequent use of a computer keyboard and mouse.

• Capability to accurately interpret audio and visual information.

• Office environment with minimal exposure to adverse conditions.

🏝️ Benefits

• Medical insurance.

• Dental insurance.

• Vision insurance.

• Life insurance.

• AD&D insurance.

• LTD insurance.

• 401(k) plan with employer matching.

• Eligibility for incentive compensation.

• Enjoyable work environment.

• Reasonable accommodation measures for eligible applicants/employees.