Mortgage Transaction Specialist

Guild Mortgage

Cullman (AL)

On-site

USD 35,000 - 47,000

Full time

2 days ago

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Benefits offered by this job

Medical benefits

401(k) with employer match

Dental and Vision

Job summary

Guild Mortgage Company is seeking a Transaction Coordinator to support loan originators by building complete loan files for submission and handling lead-to-contract and contract-to-close duties. The role requires attention to detail, strong organizational skills, and proficient use of standard office software.

Responsibilities include managing calendars, coordinating appointments, pulling credit reports, sending disclosures, and maintaining client relationships while adhering to privacy

Qualifications

High school diploma or equivalent preferred, plus 1 year in mortgage lending or related field.
Does not require an active MLO license.
Ability to manage multiple priorities; highly organized and detail oriented.
Strong verbal and written communication skills.
Ethical and committed to company values.

Responsibilities

Assist originator with appointment setting and client communications.
Pull and prep credit reports and AUS findings for licensed teammates.
Manage calendars, reminders, and client follow-ups.
Prepare loan forms, disclosures, and other documents for processing.
Maintain active loan data and provide status updates to referral sources.

Skills

Data entry

Microsoft Word

Microsoft Excel

Customer service

Communication

Education

High school diploma

Tools

PDF software

MyCircle CRM

Job description

Responsibilities include managing calendars, coordinating appointments, pulling credit reports, sending disclosures, and maintaining client relationships while adhering to privacy

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