Mortgage Transaction Coordinator - Detail-Driven

Socket.dev; Southlake (TX); On-site; USD 26,000 - 32,000; Full time

Job summary

Guild Mortgage Company is seeking a Transaction Coordinator to support originators by building complete loan files, setting appointments, and managing client communications. The role performs Lead to Contract duties and requires strong organization and customer service skills.

Responsibilities include pulling applications, updating credit/AUS findings, calendar management, and coordinating marketing materials. Prior mortgage lending exposure and proficiency with MS Office are preferred.

Qualifications

• High school diploma or equivalent; at least one year experience in mortgage lending or related field.
• Strong attention to detail and highly organized.
• Proficient with data entry, PDF software, and MS Word/Excel.
• Excellent verbal and written communication skills.

Responsibilities

• Assist originator with appointment setting and lead follow-up.
• Pull and prep web applications and update reports.
• Manage calendars and coordinate communications with clients and referral sources.
• Provide marketing support and distribute advertising materials.
• Maintain client databases and respond to inquiries throughout the loan process.

Skills

Verbal communication

Written communication

Highly organized

Microsoft Office

Detail oriented

Data entry

Customer service

Time management

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Microsoft Word

Microsoft Excel

Wiki / collaboration tools

Job description

Guild Mortgage Company is seeking a Transaction Coordinator to support originators by building complete loan files, setting appointments, and managing client communications. The role performs Lead to Contract duties and requires strong organization and customer service skills.

Responsibilities include pulling applications, updating credit/AUS findings, calendar management, and coordinating marketing materials. Prior mortgage lending exposure and proficiency with MS Office are preferred.