Transaction Coordinator

Job Summary

Supporting loan originators in a remote full-time capacity, the Transaction Coordinator will manage client communications, assist in building loan files, and ensure timely follow-up on loan applications while maintaining compliance with company policies.

Key responsibilities

• Assist originators with appointment setting, lead follow-up, and managing client databases
• Monitor key dates related to loan transactions and manage the collection of necessary documentation
• Provide administrative support throughout the loan application and processing stages, ensuring quality customer service

Required qualifications

• High school diploma or equivalent preferred, with a minimum of one year experience in mortgage lending or a related field
• Proficiency in Microsoft Office Suite, PDF software, and data entry
• Strong organizational skills and ability to manage multiple priorities effectively
• Demonstrated commitment to customer service excellence and company values
• Ability to work with a sense of urgency and professionalism in a fast-paced environment