Transaction Coordinator, Rental Lending

Casa Lending is the leading lender enabling professional real estate investors to take their business to the next level and scale to new heights. We offer a variety of hard money and long-term loans to meet your real estate financing needs. Whether you're a fix and flip investor, a new construction professional, looking for portfolio loans, or holding long-term rentals, we have the flexible capital you need to grow and scale your business.

At Casa Lending, we pride ourselves on providing exceptional borrower experience and maintaining healthy loan performance. As a Transaction Coordinator
, you will play a critical role in facilitating the mortgage process, acting as the primary point of contact for both external and internal stakeholders. You will guide internal loan officers and real estate investors through the initial stages of the loan process and ensure a smooth transition from loan origination to funding. In this dynamic role, you will provide exceptional customer service, effectively manage loan documentation, and support that seamless completion of each transaction;

no two days are the same.

• Oversee and organize all documentation throughout the loan process, ensuring timely receipt, accuracy, and completeness of all necessary forms, disclosures, and borrower documentation upon receiving a new loan application.
• Serve as the primary point of contact for borrowers/brokers/loan officers, providing updates and responding to inquiries throughout the loan process. Conduct outreach to obtain any missing documentation or information required for loan approval.
• Facilitate the ordering of required third-party documentation, such as appraisals, title work, insurance, and flood certificates. Track and manage the status of these documents, ensuring timely delivery to support underwriting requirements.
• Work closely with underwriters to ensure all aspects of the loan application are complete, accurate, and compliant with company policies. Provide underwriting with all required documentation for analysis and decision-making.
• Collaborate with borrowers, brokers, and loan officers to gather additional information or documentation needed to clear any open conditions identified by the underwriter. Ensure all conditions are satisfied for loan approval.
• Arrange and confirm loan closings with all relevant parties, including title companies, closing attorneys, and borrowers. Ensure all documentation is prepared and distributed accurately before the scheduled closing date.
• Keep all stakeholders informed of the loan's funding status, providing clear communication when the loan has funded and on any subsequent steps required to finalize the transaction.
• Keep detailed and accurate records of each loan’s progress and update internal and external stakeholders regularly to ensure transparency throughout the process.
• Contribute to the development of new procedures and process improvements by leveraging feedback and data to enhance efficiency and accuracy in loan processing.
• Engage in regular meetings and brainstorming sessions to identify pain points, inefficiencies, and opportunities for process innovation within the new division.
• Track key performance indicators (KPIs) related to loan processing, identify trends, and recommend changes to improve turnaround times and customer satisfaction.

• Associate degree in business, finance, or a related field required;
  Bachelor’s degree preferred.
• Strong customer service skills with a customer-focused approach, demonstrating a commitment to providing exceptional service and timely communication to all stakeholders.
• Proven ability to manage a high volume of loan files efficiently while maintaining accuracy and attention to detail.
• Excellent organizational and multitasking abilities, with a track record of effectively prioritizing and managing multiple responsibilities to ensure quick turnaround times and meet deadlines.
• Strong communication and interpersonal skills to effectively coordinate between borrowers, lenders, and internal teams, ensuring a smooth efficient loan process.
• Problem-solving skills to quickly identify and resolve issues or discrepancies during…