The Transaction Coordinator is responsible for managing loan files from application through closing. This position pulls and analyzes credit applicant information and reviews income and asset documents.  As a member of the sales team, the Transaction Coordinator requests and obtains referrals from current and potential company clients.

• Primary contact and liaison between clients, Branch Manager, Branch Sales Manager and/or assigned Loan Originator(s).

• Review documentation received within 24 hours of receipt for discrepancies, omissions, verified income calculation, asset verification, and Encompass updates based on verified information; immediately notify Loan Originators of discrepancies found on documentation.

• Track all requested documents in Encompass.

• Collaborate with Loan Originators in resolving problems in files and documents.

• Run DU, stacks and submits files, requests and clears conditions.

• Efficiently meet deadlines while maintaining multiple assignments/projects.

• Provide superior customer service both internally and externally.

• Communicate with both borrowers and realtors.

• Available to work varying hours and overtime if needed.

• High School diploma or equivalent.

• 1 year of experience, preferred.

• Experience in current conventional fixed and ARM, HELOC, and construction mortgage loan processing or origination experience, preferred.

• Knowledge of RESPA and all mortgage and consumer lending regulations and loan documents, preferred.

• Encompass experience, preferred.

• State and Federal NMLS License, desired.

• Excellent communication and collaboration skills.

• Proficient in DU, LP, Microsoft Office & Windows.

We are a high-performing, full-service mortgage team focused on delivering knowledge, support, and financial guidance to families across the nation. Our culture is built around accountability, urgency, teamwork, growth, and competing at a high level every day.

We take pride in moving quickly, communicating proactively, and creating an exceptional experience for clients, referral partners, and teammates. Whether supporting borrowers, building relationships, coordinating events, or driving operational excellence, every role on our team plays an important part in our success.

We’re passionate about surrounding ourselves with driven, positive, growth-minded professionals who want to be part of a competitive and supportive environment.

Join us today! Eligible employees receive medical, dental, vision, 401(k) with employer match, Short-Term Disability, Employee Assistance, and Wellness Programs.