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Transaction Coordinator
Guild Mortgage Company
Beaverton, OR, United States
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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 loan officers build complete loan files for submission.
Essential Functions
• Monitor key dates related to loan transactions and respond accordingly.
• Manage information entered in client and referral partner databases.
• Enter data into loan origination system.
• Pull loan application forms and disclosure documents from the internal system, MyKey.
• Send loan application forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.
• Update MyKey on a timely basis when applicable transaction changes occur.
• Order tax transcripts from IRS and social security number validation from Social Security Administration.
• Obtain automated underwriting system (AUS) findings, and update files as accordingly.
• Prepare MyKey and loan files for submission to the processing and/or underwriting departments.
• Request necessary paperwork, including title work, escrow and appraisal documents, and social security verifications.
• Run credit on loans assigned to a loan officer.
• Obtain conditions during processing and underwriting.
• Provide marketing support by coordinating, creating, tracking, and distributing advertising materials as needed.
• May provide clerical and administrative support as needed.
• Please note: per law and/or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion or explanation of documents; quoting rates, discussing qualification requirements or product details with customers, vendors, or referral partners; ordering employment, income, deposit, mortgage or rental verifications under any circumstances.
• Perform other duties as assigned.
Qualifications
• High school diploma or equivalent required
• One to two years of 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.
Supervision
• Direct supervision required, depending on experience
• Low level of independent judgment and discretion used in decision-making; executes standard core job responsibilities with only minor variation and escalates more complex issues for advice and resolution
• Travel: 0%
Requirements
Physical: Work is primarily sedentary; occasionally walks and/or stands.
Manual Dexterity: Frequent use of computer keyboard and mouse.
Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.
Environmental: Office environment – no substantial exposure to adverse environmental conditions.
Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.
Guild Mortgage Company is an Equal Opportunity Employer.
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