Transaction Coordinator

• 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

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