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

• 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

• Coordinate a high volume of real estate transaction files from executed contract through closing
• Work primarily with wholesale, off-market, and investment real estate transactions
• Manage numerous active transactions, deadlines, and closing timelines simultaneously
• Review transaction documents for completeness, accuracy, and required signatures
• Track important dates, deposits, title/escrow milestones, and scheduled closings
• Coordinate with agents, buyers, sellers, title companies, and internal departments
• Maintain organized and accurate electronic transaction files
• Follow up on missing documents, signatures, approvals, and outstanding action items
• Provide regular updates on transaction status and upcoming deadlines
• Assist in identifying potential issues that could delay or prevent a closing
• Communicate changes or concerns quickly to the appropriate team members
• Adapt to changing priorities and accelerated closing timelines
• Support transaction-related administrative and operational needs

• Deliver white-glove transaction coordination to clients procured by Transactly
• Provide listing coordination for high-volume real estate professionals
• Operate inside Transactly's tech platform for task management and communication
• Maintain transaction records and updates within Brivity, PLACE’s tech platform
• Practice proactive, professional communication with clients, agents, and co-op partners
• Contribute insights and feedback to improve the platform, service model, and team culture
• Step into the ownership mindset and reflect PLACE values

• Deliver white-glove transaction coordination to clients procured by Transactly
• Provide listing coordination for high-volume real estate professionals
• Operate inside Transactly's tech platform for task management and communication
• Maintain transaction records and updates within Brivity, PLACE’s tech platform
• Practice proactive, professional communication with clients, agents, and co-op partners
• Contribute insights and feedback to improve the platform, service model, and team culture
• Represent PLACE values with an ownership mindset

• Deliver white-glove transaction coordination to clients procured by Transactly
• Provide listing coordination for high-volume real estate professionals
• Operate inside Transactly's technology platform for task management and communication
• Maintain transaction records and updates within Brivity, PLACE’s technology platform
• Practice proactive, professional communication with clients, agents, and co-op partners
• Contribute insights and feedback to improve the platform, service model, and team culture
• Represent PLACE values with an ownership mindset