Transaction Coordinator
Guild Mortgage
Posted: 10/21/2026Cloud
L
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Guild MortgageCore Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational skills and attention to detail in managing loan files and client databases, while providing exceptional customer service and maintaining compliance with company policies. Proficient in data entry and Microsoft Office Suite to support administrative tasks and communication.
Highest-signal resume keywords
Mortgage Lending ExperienceCustomer Service OrientationData Entry ProficiencyMicrosoft Office Suite ProficiencyDetail Orientation
Tech Stack
Tools & technologiesAbout the role
Key responsibilities & impact- Assist originators with building complete loan files for submission
- Perform Lead to Contract and/or Contract to Close duties
- Assist with appointment setting for prospective and new applicants
- Provide new lead callbacks within 20 minutes and maintain a 35% lead-to-appointment conversion rate
- Manage client databases, including lead trackers, MyCircle, and Zillow
- Send online pre-qualification links to new clients
- Pull and prepare web applications, update credit reports and AUS findings, and perform administrative duties for licensed teammates
- Set and confirm appointments and manage calendars
- Prepare and send thank-you cards to referral sources and new clients
- Act as a customer and referral-source point of contact within policy limitations
- Run credit on loans assigned to an originator
- Request status updates from pre-approved clients and referral sources
- Contact expired and pre-approved clients to gather documentation
- Coordinate, create, obtain compliance approval for, track, and distribute advertising materials
- Manage compliance-approved email marketing to realtors
- Monitor key loan transaction dates
- Send loan forms, disclosures, agreements, and supporting documentation for completion and signature
- Collect completed documents and manage assigned originator databases
- Maintain customer contact and answer basic inquiries
- Support collection and preparation of loan applications and supporting documentation for processing
- Order 4506T, SSA, Credit Supplements, AccountCheck, and Work Number reports as needed
- Prepare and submit loan applications to processing and help resolve file issues
- Escalate processor conditions and assist with clearing loan conditions
- Provide administrative assistance through production and underwriting
- Provide status updates to referral sources on active loans
- Collect supporting documentation for pre-approval
- Maintain referral-source relationships through quick response and customer service
- Keep current with company-approved programs and software systems
- Implement and execute new systems for teams and clients
- Provide clerical and administrative support as needed
- No direct or indirect reports; escalate complex issues for advice and resolution
Requirements
What you’ll need- High school diploma or equivalent preferred
- Minimum of one year total experience in mortgage lending or related field
- Active MLO licensing is not required
- Ability to manage multiple priorities
- Strong detail orientation and highly organized
- Strong sense of urgency and responsiveness
- Customer service orientation
- Patience and professionalism when interacting with 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
- Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications
- Primarily sedentary work with mobility in an office setting
- Frequent use of computer keyboard and mouse
- Ability to accurately interpret sounds and associated meanings
- Ability to accurately perceive, distinguish, and interpret visual and audio information
Benefits
Comp & perks- Medical insurance
- Dental insurance
- Vision insurance
- Life insurance
- AD&D insurance
- LTD insurance
- 401(k) with employer match
- Incentive compensation eligibility
- Competitive compensation
- Pleasant work environment
- Reasonable accommodation for eligible applicants/employees
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data EntryLoan Application PreparationCredit Report AnalysisDocument ManagementAppointment SettingLead TrackingCompliance ManagementBasic Math SkillsAdministrative SupportFile Issue Resolution
Soft Skills
Strong Verbal CommunicationStrong Written CommunicationOrganizational SkillsSense of UrgencyPatience
Tools & Technologies
Microsoft WordMicrosoft ExcelPDF Software ProgramsWikiCollaborative Cloud-Based ProgramsThird-Party Software ApplicationsMyCircleZillow
Certifications & Qualifications
High School Diploma or Equivalent
Industry Keywords
Loan FilesLead to ContractContract to ClosePre-QualificationReferral SourcesCompliance ApprovalEmail MarketingLoan TransactionsCustomer ContactMortgage Lending