Transaction Coordinator

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

📋 Description

• Support the originator in scheduling appointments with potential and existing applicants.

• Ensure prompt follow-up on new leads within 20 minutes and achieve a 35% conversion rate from lead to appointment.

• Offer administrative assistance by managing various client databases (lead tracker, MyCircle, Zillow, etc.).

• Dispatch online pre-qualification links to new clients on behalf of the originator.

• Prepare web applications and handle other administrative tasks, including updating credit reports and AUS findings for licensed team members.

• Schedule and confirm appointments for the originator while overseeing the calendar.

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

• Conduct credit checks on loans assigned to an originator.

• Gather supporting documents from customers for pre-approval.

⛳️ Requirements

• High school diploma or equivalent is preferred.

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

• Capable of managing multiple priorities; possesses strong attention to detail and is highly organized.

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

• Excellent verbal and written communication skills.

• Basic mathematical skills.

• Ethical and committed to upholding company values.

🏝️ Benefits

• Medical

• Dental

• Vision

• Life insurance

• AD&D

• LTD

• 401(k) with employer match