Role OverviewThe 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.
What You Will Do
Assist originator in appointment setting with prospective and new applicants, provide administrative support managing various client databases, and prepare and send thank you cards to referral sources and new clients.
Why It Might Be a Fit
This role requires strong detail orientation, highly organized, and ability to work in a fast-paced, metrics-driven environment. The ideal candidate will have a passion for delivering excellence in customer service and a commitment to company values.
Requirements
- High school diploma or equivalent preferred
- Minimum of one year total experience in Mortgage lending or related field
- 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
- Strong verbal and written communication skills
- Basic math skills
- Ethical, with a commitment to company values
Benefits
- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- AD&D
- LTD
- 401(k) with employer match
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