Mortgage Transaction Specialist

Guild Mortgage; Lexington (VA); On-site; USD 27,552 - 30,307; Full time

Job summary

Guild Mortgage is seeking a Transaction Coordinator to support originators by building complete loan files for submission and handling Lead to Contract duties. You will manage appointment setting, client communications, and calendar coordination to ensure timely progress through the loan process.

The role requires strong organization, excellent verbal and written communication, and proficiency with Microsoft Office and loan-processing tools.

Qualifications

• High school diploma or equivalent; 1 year mortgage or related experience.
• Strong communication, organization, and multitasking abilities.
• Proficiency with MS Word/Excel; data entry skills.

Responsibilities

• Assist originator in appointment setting with prospective and new applicants.
• Pull and prep web applications and credit reports; update AUS findings.
• Update client databases and send pre-qualification links.
• Coordinate, create, obtain compliance approval, track and distribute advertising materials.
• Manage calendars and set appointments for originators; maintain timely communication with clients and referrals.
• Provide marketing support and quarterly email marketing to realtors.

Skills

Verbal communication

Written communication

Organization

Attention to detail

Customer service

Urgency & responsiveness

Ethics

Education

High school diploma or equivalent

Tools

Microsoft Office Suite

Word

Excel

PDF software

Data entry

Job description

Guild Mortgage is seeking a Transaction Coordinator to support originators by building complete loan files for submission and handling Lead to Contract duties. You will manage appointment setting, client communications, and calendar coordination to ensure timely progress through the loan process.

The role requires strong organization, excellent verbal and written communication, and proficiency with Microsoft Office and loan-processing tools.