Transaction Coordinator

• 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