Transaction Coordinator I - Remote

Overview

The Transaction Coordinator I is responsible for providing administrative support to Licensed Mortgage Professionals, managing loan processing duties, and ensuring a positive customer experience.

In Short

• This is a fully remote position.
• Oversees multiple aspects of origination and file management.
• Maintains loan documentation and ensures accuracy.
• Tracks loans to meet deadlines.
• Communicates with clients and LMPs to provide updates.
• Prepares and distributes marketing materials.
• Assists in developing relationships with referral sources.
• Participates in internal meetings and trainings.
• Handles various administrative tasks as assigned.
• Maintains a professional image and follows company policies.

Requirements

• High School Diploma or equivalent required.
• Minimum 2 years of administrative, sales, and/or marketing experience required.
• Proficient in Microsoft Office, especially Excel and Word.
• Experience with Encompass and major origination systems preferred.
• Strong written and verbal communication skills.
• Exceptional organization and time management skills.
• Ability to work independently and as part of a team.
• Strong customer service skills.
• Ability to manage multiple tasks in a fast-paced environment.
• Must implement written procedures effectively.

Benefits

• Award-Winning Company Culture.
• Employee volunteer opportunities.
• 9 paid holidays.
• Generous paid time off policy.
• Cigna Healthcare Benefits including medical, dental, vision, life, and disability.
• 401k with discretionary match.
• Employee tenure program.
• President's Club eligibility for both Sales and Operations staff.