Mortgage Loan Transaction Specialist

Guild-Mortgage-Company-LL; Southlake (TX); On-site; USD 26,000 - 30,000; Full time

Job summary

Guild Mortgage Company is seeking a Transaction Coordinator to support originators by building loan files, managing appointments, and coordinating communications with clients and referrals. The role emphasizes accuracy, responsiveness, and adherence to company policies.

The position involves administrative duties, marketing support, and collaboration with licensed teammates to ensure loan file completeness and timely processing.

Qualifications

• High school diploma or equivalent preferred.
• Experience in mortgage lending or related field beneficial.
• Excellent verbal and written communication skills.
• Strong organizational and multi-tasking abilities.
• Proficiency with Word, Excel and data entry.

Responsibilities

• Assist originator with appointment setting and lead callbacks.
• Pull and prep web applications and credit reports.
• Set and confirm appointments; manage calendars.
• Maintain referral source relationships with quick response time.
• Provide marketing support and coordinate compliant materials.

Skills

Verbal communication

Written communication

Highly organized

Detail oriented

Customer service

Urgency and responsiveness

Data entry

Microsoft Word

Microsoft Excel

PDF software

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Word

Excel

PDF software

Wiki

Job description

Guild Mortgage Company is seeking a Transaction Coordinator to support originators by building loan files, managing appointments, and coordinating communications with clients and referrals. The role emphasizes accuracy, responsiveness, and adherence to company policies.

The position involves administrative duties, marketing support, and collaboration with licensed teammates to ensure loan file completeness and timely processing.