Qureos Mentor

Guild Mortgage Company LLC

<div>Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner/buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

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:
<ul>
<li>Assist originator in appointment setting with prospective and new applicants.</li>
<li>Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.</li>
<li>Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.</li>
<li>Pull and prep web applications and other administrative based duties, including updating credit reports and AUS findings, for licensed teammates.</li>
<li>Set and confirm appointments for the originator and manage calendar.</li>
<li>Prepare and send thank you cards to referral sources and new clients.</li>
<li>Act as a point of contact for the customer and referral source, keeping them informed throughout the process, subject to the limitations as set forth in Guild&rsquo;s SAFE Act and Consumer Privacy/Safeguarding in Information policies.</li>
<li>Run credit on loans assigned to an originator.</li>
<li>Request status updates from pre-approved clients and referral sources (weekly TBD calls).</li>
<li>Contact expired, pre-approved clients to gather necessary documentation for licensed teammates to update pre-approval documentation and/or letters.</li>
<li>Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.</li>
<li>Manage monthly compliance-approved email marketing to realtors.</li>
</ul>
Contract to Close duties:
<ul>
<li>Monitor key dates related to loan transactions and respond accordingly.</li>
<li>Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.</li>
<li>Manage assigned originator's database; tracking active loan(s) and entering data as needed.</li>
<li>Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries, providing quality customer service, subject to Guild&rsquo;s SAFE Act policy.).</li>
<li>Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.</li>
<li>Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.</li>
<li>Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).</li>
<li>Provide any necessary administrative assistance through production and underwriting process.</li>
<li>Provide status updates to referral sources on active loans, subject to Guild&rsquo;s policies on Consumer Privacy and Safeguarding of Information.</li>
</ul>
Additional common duties:
<ul>
<li>Subject to the limitations set forth in Guild&rsquo;s SAFE Act policy, collect supporting documentation from customer, gathering necessary documentation for pre-approval.</li>
<li>Maintain referral source relationships through quick response time and excellent custom service.</li>
<li>Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.</li>
<li>Answer customer inquiries related to active loan, and/or loan application status.</li>
<li>May provide clerical and administrative support on an as needed basis.</li>
<li>Per law and/or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quoting rates.</li>
<li>Per company policy and investor guidelines: this role is prohibited from ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances. This also includes:</li>
<li>Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process.</li>
<li>Assisting Originator with obtaining an accurate and thorough 1003.</li>
<li>Analyzing customer&rsquo;s credit and financial scenario and determining appropriate loan product(s).</li>
<li>Pricing loan in accordance with Guild&rsquo;s policies and communicating fees to operations team.</li>
<li>Quoting rates and making commitments regarding locking to customer.</li>
<li>Discussing product features with customer.</li>
</ul>
Qualifications
<ul>
<li>High school diploma or equivalent preferred, along with a minimum of one year total experience in Mortgage lending or related field.</li>
<li>Does not require an active MLO licensing.</li>
<li>Ability to manage multiple priorities; strong detail orientation and highly organized.</li>
<li>Works with a strong sense of urgency and responsiveness.</li>
<li>Passionate about delivering excellence in customer service.</li>
<li>Demonstrated patience and professionalism when interacting with both internal and external customers.</li>
<li>Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.</li>
<li>Strong verbal and written communication skills. Basic math skills.</li>
<li>Ethical, with a commitment to company values.</li>
</ul>
Supervision
<ul>
<li>No direct or indirect reports.</li>
<li>Low level of independent judgment and discretion used in decision-making; executes standard core job responsibilities with only minor variation and escalates more complex issues for advice and resolution.</li>
<li>Travel: 0%</li>
</ul>
Requirements
<ul>
<li>Physical: Work is primarily sedentary; mobility in an office setting.</li>
<li>Manual Dexterity: Frequent use of computer keyboard and mouse.</li>
<li>Audio/Visual: Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud/viewed on a screen, as well as print and other media.</li>
<li>Environmental: Office environment &ndash; no substantial exposure to adverse environmental conditions.</li></ul> 


Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&amp;D, LTD and 401(k) with employer match.

Guild Mortgage Company is an Equal Opportunity Employer.

This position offers eligibility for incentive compensation.

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant&rsquo;s geographical location.</div>

Transaction Coordinator

Join Guild Mortgage Company LLC and explore 1   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Guild Mortgage Company LLC

About Company

Transaction Coordinator