Transaction Coordinator

Beeline

Equity Guide assisting homeowners via phone, text, and email for financial equity products. Building trust and guiding customers through a brand-new financial solution without the burden of traditional loans.

Posted 7/17/2026full-timeRemote • Rhode Island • 🇺🇸 United StatesMid-LevelSenior💰 $50,000 - $500,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service and sales skills, with the ability to explain financial products clearly and guide customers through the process. Emphasizes honesty and consultative selling to ensure customer satisfaction and informed decision-making.

Highest-signal resume keywords

Customer Service ExperienceSales SkillsFinancial Services KnowledgeConsultative SellingEffective Communication

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Good ListenerWarm and CuriousOrganizedSelf-MotivatedQuick Learner

Industry Keywords

Mortgage ExperienceFinancial ProductsCustomer Needs AssessmentPhone CommunicationCustomer Satisfaction

About the role

Key responsibilities & impact

Guide homeowners by phone, text, and email — you're the calm, human voice on every deal
Explain a brand-new financial product in plain, everyday language
Get to the heart of what each customer actually needs, and be honest when we're not the right fit
Walk people from first hello to funded, keeping it simple the whole way
Leave every customer feeling informed, unpressured, and glad they called

Requirements

What you’ll need

Some background in sales, customer service, or financial services helps (mortgage experience is a plus, never required)
Warm, genuinely curious, and a good listener
Great on the phone and comfortable making numbers feel easy
Honest and consultative — you'd rather lose a deal than oversell one
Organized, self-motivated, and quick to learn

Benefits

Comp & perks

Real training and room to grow
Startup energy with the stability of a publicly traded parent