Transaction Coordinator (L2C)

• 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 credit on loans assigned to an originator.
• Request status updates from pre-approved clients and referral sources (weekly TBD calls).
• Contact expired, pre-approved clients to gather necessary documentation for licensed teammates to update pre-approval documentation and/or letters.
• Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.
• Manage monthly compliance-approved email marketing to realtors.

• Subject to the limitations set forth in Guild’s SAFE Act policy, 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; implement and execute new systems for team and clients.
• Answer customer inquiries related to active loan, and/or loan application status.
• May provide clerical and administrative support on an as needed basis.
• Per law and/or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quoting rates.
• Per company policy and investor guidelines: this role is prohibited from ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances. This also includes:

• Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process.
• Assisting Originator with obtaining an accurate and thorough 1003.
• Analyzing customer’s credit and financial scenario and determining appropriate loan product(s).
• Pricing loan in accordance with Guild’s policies and communicating fees to operations team.
• Quoting rates and making commitments regarding locking to customer.
• Discussing product features with customer.

• High school diploma or equivalent preferred, along with a minimum of one year total 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.

• No direct or indirect reports.
• 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.

• Physical: Work is primarily sedentary; mobility in an office setting.
• 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 Mortgage