Mortgage Loan Process Navigator

Guild Mortgage; South Carolina; On-site; USD 40,000 - 60,000; Full time

Job summary

Guild Mortgage is seeking a Transaction Coordinator to support originators by building loan files, scheduling appointments, and coordinating the loan process from lead to contract to close. This role requires strong organizational skills, solid customer service, and proficiency with Word, Excel, and PDF tools.

The coordinator will monitor loan milestones, collect documentation, and maintain databases while ensuring compliance with privacy policies and company guidelines.

Qualifications

• High school diploma or equivalent preferred, with at least 1 year in mortgage lending or related field.
• No active MLO licensing required.
• Must manage multiple priorities with strong attention to detail and organization.
• Demonstrates urgency and responsiveness in daily tasks.
• Proficiency in data entry, PDF software, Word, and Excel.

Responsibilities

• Support originators by scheduling appointments and maintaining calendars.
• Run credit on loans assigned to an originator and track progress.
• Prepare and send disclosures and loan forms to customers for completion.
• Manage databases and update pre-approval/loan information as needed.
• Coordinate marketing materials and email campaigns compliant with policies.
• Provide status updates to referrals and customers throughout the process.
• Assist with production and underwriting steps as required.

Skills

Verbal communication

Written communication

Organized

Detail oriented

Customer service

Time management

Multitasking

Adaptability

Education

High school diploma or equivalent

Tools

Microsoft Word

Microsoft Excel

PDF software

Wiki

Cloud-based collaboration tools

Third-party software

Job description

Guild Mortgage is seeking a Transaction Coordinator to support originators by building loan files, scheduling appointments, and coordinating the loan process from lead to contract to close. This role requires strong organizational skills, solid customer service, and proficiency with Word, Excel, and PDF tools.

The coordinator will monitor loan milestones, collect documentation, and maintain databases while ensuring compliance with privacy policies and company guidelines.