Transaction Coordinator (L2C)

Requirements

• Assist originator in appointment setting with prospective and new applicants.
• Provide administrative support managing various client databases.
• Set and confirm appointments for the originator and manage calendar.
• Act as a point of contact for the customer and referral source.
• Run credit on loans assigned to an originator.
• Request status updates from pre-approved clients and referral sources.
• Provide marketing support by coordinating, creating, and distributing advertising materials as needed.
• Manage monthly compliance-approved email marketing to realtors.
• Collect supporting documentation from customer, gathering necessary documentation for pre-approval.
• Maintain referral source relationships through quick response time and excellent custom service.
• Keep up to date with company approved programs and software systems.
• Answer customer inquiries related to active loan, and/or loan application status.

Benefits

• Medical
• Dental
• Vision
• Life insurance
• AD&D
• LTD
• 401(k) with employer match