Transaction Coordinator

Cornerstone Capital Bank

. Support Customers and Loan Officers in delivering outstanding service .

Posted 9/23/2026full-timeRemote • Texas • United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong organizational and time management skills while supporting customers and loan officers in the mortgage loan process. Proficient in data entry and document management, with a solid understanding of loan origination software and mortgage guidelines.

Highest-signal resume keywords

Data Entry SkillsMS Office SkillsMortgage Loan Process KnowledgeDocument ManagementTime Management

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Data EntryDocument OrganizationLoan Origination SoftwareInformation CompilationMortgage Loan File Setup

Soft Skills

Positive AttitudeReliabilityProactivityFlexibilityCommunication Skills

Tools & Technologies

PrintersScannersFax Machines

Industry Keywords

Mortgage KnowledgeLoan OfficersProcessorsCustomer Service

About the role

Key responsibilities & impact

Support Customers and Loan Officers in delivering outstanding service
Input, organize, and distribute information and documents to Loan Officers and Processors
Access information across the internet
Input information into loan origination software
Facilitate setting up each mortgage loan file according to applicable guidelines and direction from loan officers and processors
Work within a tight-knit, goal-oriented team
Develop deep mortgage knowledge with potential transition into operations or loan officer support

Requirements

What you’ll need

Strong time management, organization, and positive attitude
Comfortable working online most of the day
Ability to access and compile information from across the internet
MS Office skills
Data entry skills
Ability to use printers, scanners, and fax machines
Reliability and proactivity
Basic understanding of the mortgage loan process is a plus
Flexibility and communication skills
Ability to input, organize, and distribute information and documents to Loan Officers and Processors
Ability to set up mortgage loan files in accordance with applicable guidelines and direction from loan officers and processors

Benefits

Comp & perks

Full benefits package
Potential for a performance-based bonus dependent upon position/department
Competitive salary
Remote work arrangement