Transaction Coordinator

• Represents the organization to internal and external customers, vendors, members of state and regional government entities and other organizations well by providing exceptional customer service and effective communication skills, both in writing and orally.
• Ensures daily, weekly, and monthly internally specified requirements surrounding successful new file welcome contacts, closings, fundings, and customer satisfaction ratings are met.
• Works as a team with sales, transaction assistants, underwriting, closing, funding, and management to ensure assigned loans are being processed with timeliness, attention to detail, accuracy, and within compliance of corporate policies, agency, and all state and federal laws.
• Finds solutions to challenging scenarios or loan conditions with the ability to find creative and acceptable solutions for restructuring loans in addition to explaining underwriting conditions to borrowers and loan originators alike.
• Addresses, resolves, and responds to any consumer concerns related to the processing of the loan and consumer experience as it relates to the underwriting approval and surrounding requirements, all while providing exceptional customer service.
• Ensures exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures, and regulatory requirements, and demonstrating a commitment to professional ethics.
• Processes documents in an accurate and timely manner to ensure proper audit procedures are followed.
• Develops effective professional partnerships with all colleagues.
• Assists Transaction Assistants with questions relating to third party documentation requirements and general mortgage and processing concepts.

Transaction Coordinator handling borrower communication and documentation

Transaction Coordinator handling borrower communication and documentation for a national mortgage lender. Ensuring high customer satisfaction and compliance in mortgage processing.

• Manage every transaction from contract through closing.
• Serve as the primary point of contact for sellers throughout the transaction.
• Coordinate with title companies, buyers, lenders, agents, escrow officers, and vendors.
• Track all contract deadlines, contingencies, inspections, and closing timelines.
• Resolve title issues, missing documentation, liens, judgments, probate delays, and other transaction obstacles.
• Maintain accurate transaction files and ensure all documents remain complete and organized.
• Communicate proactively with all parties so no one is left wondering what's happening.
• Capture client reviews, testimonials, and referrals following successful closings.
• Continuously improve processes and help build scalable systems as the company grows.

Transaction Coordinator managing real estate transactions at Easy Sell FL

Transaction Coordinator – Seller Concierge

Transaction Coordinator managing administrative logistics for real estate transactions at Easy Sell FL. Guiding sellers through the closing process while ensuring communication among all parties involved.

• 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

Equity Guide assisting homeowners with financial equity solutions

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.

• Serve as the primary contact for internal team members, clients, financial advisors, and recordkeepers regarding participant transaction requests.
• Monitor personal and shared workflow dashboards daily to manage new and pending transaction requests.
• Process and review participant transactions including but not limited to: - Termination distributions - In-service and hardship withdrawals - Loans and loan defaults - Required Minimum Distributions (RMDs) - QDROs and alternate payee distributions - Refunds and force-outs - 1099 preparation - SDBA/Brokerage accounts and Cash Balance/Defined Benefit plans
• Perform peer reviews for all transaction types to ensure accuracy, compliance, and adherence to internal standards.
• May serve as back up to the team lead(s) during their absence, ensuring continuity of operations and decision-making.
• Interpret retirement plan documents to confirm eligibility, vesting, and compliance.
• Ensure all transaction requests are in good order and processed according to internal service standards.
• Maintain organized records and documentation consistent with firm practices.
• Collaborate with team members and management to improve workflows and service delivery.
• Attend internal staff meetings and participate in departmental initiatives.

Transaction Coordinator II managing participant transaction requests in the retirement sector

Transaction Coordinator II

Transaction Coordinator II managing participant transaction requests in retirement plans at MAP Retirement. Ensuring accuracy and compliance in a fast-paced, team-oriented environment.

• 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.

Transaction Coordinator assisting originators with loan files at 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.

Transaction Coordinator jobs in United States

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Transaction Coordinator

Transaction Coordinator – Seller Concierge

Transaction Coordinator

Transaction Coordinator II

Transaction Coordinator