Mortgage Transaction Coordinator

Trustmark; Terrace Acres (AL); On-site; USD 35,000 - 55,000; Full time

Job summary

A leading financial services company is seeking a dedicated individual to assist with mortgage loan origination tasks. This role involves supporting loan officers, assisting customers, and managing the closing process. Ideal candidates will have strong communication skills and a background in customer service or marketing. Join us to develop your career in the mortgage industry.

Qualifications

• 4 year college graduate or 3 years in customer service/marketing/mortgage lending.
• Expertise in communicating effectively with the public.
• Ability to quickly adapt to software/systems.

Responsibilities

• Assist LO with customer inquiries and facilitate the application process.
• Coordinate loan closings with attorneys and closing agents.
• Provide sales support and conduct follow-up calls.

Skills

Communication

Customer Service

Sales Support

Multi-tasking

Adaptability

Education

4 year college degree (with 3.0 or higher)

Marketing/Public Relations education

Job description

Overview

The purpose of this job is to train to work with existing customers to retain mortgage financing on their property.

Responsibilities

• Assist LO with customer inquiries by providing payment and cost information. Facilitate the application process via phone or internet. Produce disclosures and other written estimates
• Handle follow up calls for documentation, realtor updates and clearing underwriting conditions
• Mastering the skills needed for all aspects of loan origination. Study guidelines and show initiative to learn independently
• Provide sales support to LO such as courtesy calls, thank you notes, conducting sales activities etc.
• Coordinate loan closings with attorneys and closing agents
• Other duties as directed by the LO to provide sales and service support to customers and referral sources
• Great multi-tasking skills
• Able to work and thrive in a fast paced environment
• Perform additional duties as assigned.

Qualifications

• 4 year college graduate, with 3.0 or higher -OR-
• Minimum of 3 years in previous customer service, marketing, mortgage lending or other related experience
• Expertise in communicating effectively with the public
• Marketing/Public relations education or real estate lending knowledge
• Outside sales or lead generation knowledge
• Ability to quickly adapt to software/systems
• Ability to interact with diplomacy and courtesy
• Excellent grammar and writing expertise

Physical Requirements/Working Conditions: Must be able to sit for long periods of time and use computer keyboard and/or mouse, while viewing computer screens.

Note: This is a brief description of this position and is not limited to those described herein. Management retains the right to add, delete or modify any of these responsibilities at any time during employment.