Mortgage Loan Transaction Specialist

Guild Mortgage; Butte (MT); On-site; USD 22,000 - 36,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

AD&D

LTD

401(k) with employer match

Job summary

Guild Mortgage Company is seeking a Transaction Coordinator to assist originators in building complete loan files for submission. The role includes lead-to-contract and contract-to-close duties, managing calendars, and acting as the main point of contact for customers and referral sources.

The position emphasizes strong organizational skills, timely communication, and proficiency with data entry, PDFs, Word, and Excel to support loan processing and compliance with company policies.

Qualifications

• High school diploma or equivalent preferred, with at least one year total experience in Mortgage lending or related field.
• Does not require an active MLO licensing.
• Ability to manage multiple priorities; strong detail orientation and highly organized.
• Works with a strong sense of urgency and responsiveness.
• Passionate about delivering excellence in customer service.
• Demonstrated patience and professionalism when interacting with both internal and external customers.
• 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.

Responsibilities

• 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 client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.
• Pull and prep web applications and other administrative duties, including updating credit reports and AUS findings, for licensed teammates.
• Set and confirm appointments for the originator and manage calendar.
• Prepare and send thank you cards to referral sources and new clients.
• Act as a point of contact for the customer and referral source, keeping them informed throughout the process.

Skills

Communication skills

Data entry

Organization

Multitasking

Customer service

Microsoft Word

Excel

Education

High school diploma or equivalent

Tools

PDF software

Microsoft Excel

CRM systems

MyCircle

Zillow

Job description

Guild Mortgage Company is seeking a Transaction Coordinator to assist originators in building complete loan files for submission. The role includes lead-to-contract and contract-to-close duties, managing calendars, and acting as the main point of contact for customers and referral sources.

The position emphasizes strong organizational skills, timely communication, and proficiency with data entry, PDFs, Word, and Excel to support loan processing and compliance with company policies.