Job Details

The Transaction Coordinator plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. This role may perform Lead to Contract and/or Contract to Close duties. Essential Functions Lead to Contract duties: Assist originator in appointment setting with prospective and new applicants. Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment. Provide administrative support managing various client databases (lead tracker, My. Circle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator. Pull and prep web applications and other administrative based duties, including updating credit reports and AUS findings, for licensed teammates. Set and confirm appointments for the originator and manage calendar. Prepare and send thank you cards to referral sources and new clients. Act as a point of conta...Transaction, Coordinator, Support, Processor, Customer Service, Contract, Business Services