Transaction Coordinator

Guild Mortgage

. Assist originators in appointment setting with prospective and new applicants .

Posted 9/28/2026full-timeRemote • Alabama • United StatesJunior💰 $16 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates strong organizational skills and attention to detail in managing client databases and loan documentation. Proficient in customer service and communication, ensuring timely responses and effective appointment management.

Highest-signal resume keywords

Mortgage Lending ExperienceLead ManagementData Entry ProficiencyMicrosoft Office Suite ProficiencyCustomer Service Focus

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Data EntryLoan Application ProcessingCredit Report AnalysisCompliance ManagementAppointment Setting

Soft Skills

Detail OrientationStrong Communication SkillsPatienceProfessionalismAbility to Manage Multiple Priorities

Tools & Technologies

MyCircleZillowPDF Software ProgramsMicrosoft WordMicrosoft Excel

Certifications & Qualifications

High School Diploma or Equivalent

Industry Keywords

SAFE ActLead-to-Appointment Conversion RateLoan TransactionsReferral SourcesEmail Marketing

Tech Stack

Tools & technologies

Cloud

About the role

Key responsibilities & impact

Assist originators in appointment setting with 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 tracker, MyCircle, and Zillow
Send online pre-qualification links to new clients
Pull and prepare web applications, update credit reports and AUS findings
Set and confirm originator 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 SAFE Act and privacy policy limitations
Run credit on loans assigned to originators
Request updates from pre-approved clients and referral sources
Gather documentation from expired and pre-approved clients
Coordinate, create, obtain compliance approval for, track, and distribute advertising materials
Manage compliance-approved email marketing to realtors
Monitor key dates for loan transactions
Send loan forms, disclosures, agreements, and supporting documentation for completion and signature
Manage originator databases and track active loans
Maintain customer contact and answer basic inquiries
Support collection and preparation of loan applications and documentation for processing
Order 4506T, SSA, Credit Supplements, AccountCheck, and Work Number as needed
Submit loan applications to processing and help resolve file issues
Escalate processor conditions and assist with clearing loan conditions
Provide administrative support through production and underwriting
Provide loan status updates to referral sources
Keep current with approved programs and software systems
Provide clerical and administrative support as needed
Operate under direct supervision with low independent judgment and escalate complex issues

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 focus
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
No direct or indirect reports
Travel: 0%
Primarily sedentary work; frequent use of computer keyboard and mouse
Ability to accurately interpret audio and visual information
Office environment with no substantial exposure to adverse environmental conditions

Benefits

Comp & perks

Medical insurance
Dental insurance
Vision insurance
Life insurance
AD&D insurance
LTD insurance
401(k) with employer match
Incentive compensation eligibility
Pleasant work environment
Reasonable accommodation measures for eligible applicants/employees