Transaction Coordinator; to Close

Transaction Coordinator (Contract to Close)

Job Category: Sales Support

Requisition Number: TRANS
018195

• Full-Time
• Hourly Range: $15.74 to $26.23 USD

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

The Transaction Coordinator plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. This role performs Contract to Close duties.

• Monitor key dates related to loan transactions and respond accordingly.
• Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage collection of completed documents accordingly.
• Manage assigned originator's database; track active loan(s) and enter data as needed.
• Maintain customer contact to ensure follow‑up of loan application and answer basic customer inquiries, providing quality customer service, subject to Guild’s SAFE Act policy.
• Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.
• Order out 4506T, SSA, Credit Supplements, Account Check and Work Number as needed.
• Prepare and submit loan applications to processing, help resolve any subsequent file issues and escalating processor conditions as required, assisting processor in clearing any conditions placed on loan(s).
• Provide any necessary administrative assistance through production and underwriting process.
• Provide status updates to referral sources on active loans, subject to Guild’s policies on Consumer Privacy and Safeguarding of Information.
• Collect supporting documentation from customer, gathering necessary documentation for pre-approval.
• Maintain referral source relationships through quick response time and excellent customer service.
• Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
• Answer customer inquiries related to active loan, and/or loan application status.
• May provide clerical and administrative support on an as-needed basis.
• Per law and/or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quoting rates.
• Prohibited from ordering written (non‑third party) employment, income, deposit, mortgage or rental verifications under any circumstances.

• High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending or related field.
• Does not require an active MLO licensing.
• Ability to manage multiple priorities; strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
• Strong verbal and written communication skills. Basic math skills.
• Ethical, with a commitment to company values.

• Excellent verbal and written communication skills required.
• Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
• Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.
• Commitment to company values.
• Customer Service – proactive attention to each person.
• Integrity – do and say what's right.
• Respect – treat others with dignity.
• Collaboration – listen and work together.
• Learning – seek knowledge and strive for improvement.
• Excellence – deliver the unexpected.

Guild offers a pleasant work environment, competitive…