Transaction Coordinator

Guild Mortgage

Transaction Coordinator at Guild Mortgage assisting originators in building complete loan files for submission. Responsible for administrative tasks and managing client communications throughout the loan process.

Posted 7/7/2026full-timeRemote • Florida, North Carolina, South Carolina, Tennessee • 🇺🇸 United StatesJunior💰 $23 per hourWebsite

Core Competencies

Role fit

Core Competencies

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

Demonstrates proficiency in mortgage lending processes, including lead management, client communication, and document handling. Exhibits strong organizational skills and attention to detail while managing multiple priorities effectively.

Highest-signal resume keywords

Mortgage Lending ExperienceLead ManagementData Entry ProficiencyMicrosoft ExcelStrong Communication Skills

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Data EntryBasic Math SkillsCredit AnalysisDocument ManagementAppointment Setting

Soft Skills

Detail OrientationOrganizational SkillsSense of UrgencyResponsivenessEthical Commitment

Tools & Technologies

PDF SoftwareMicrosoft WordLead TrackerMyCircleZillow

Industry Keywords

Loan TransactionsPre-QualificationClient DatabasesDisclosures AgreementsCustomer Documentation

About the role

Key responsibilities & impact

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, MyCircle, Zillow, etc.).
Send new clients online pre-qualification link on behalf of originator.
Run credit on loans assigned to an originator.
Monitor key dates related to loan transactions and respond accordingly.
Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.

Requirements

What you’ll need

High school diploma or equivalent preferred
Minimum of one year total experience in Mortgage lending or related field
Ability to manage multiple priorities; strong detail orientation and highly organized
Works with a strong sense of urgency and responsiveness
Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required
Strong verbal and written communication skills
Basic math skills
Ethical, with a commitment to company values.

Benefits

Comp & perks

medical
dental
vision
life insurance
AD&D
LTD
401(k) with employer match