Transaction Coordinator (L2C)

Job description

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 Lead to Contract duties. Essential Functions: Lead to Contract duties: - Assist originator in appointment setting with prospective and new applicants. - Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment. - Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator. - Pull and prep web applications and other administrative based duties, including updating credit reports and AUS findings, for licensed teammates. - Set and confirm appointments for the originator and manage calendar. - Prepare and send thank you cards to referral sources and new clients. - Act as a point of contact for the customer and referral source, keeping them informed throughout the process, subject to the limitations as set forth in Guild’s SAFE Act and Consumer Privacy/Safeguarding in Information policies. - Run cre...