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Transaction Coordinator

Lynnwood, WA

Order: 66145

We are currently seeking a Transaction Coordinator for a awesome mortgage company in the Lynnwood,WA area! We are looking for candidates with experience in the mortgage industry.

Position Summary

The Transaction Coordinator plays an important role in the organization by performing, under direct supervision, a number of activities related to assisting originators build complete loan files for submission. This role may perform Lead to Contract and/or Contract to Close duties.

Essential Functions

Lead to Contract duties:

  • Assist originator in appointment setting with prospective and new applicants.

  • Provide new lead call backs

  • Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.).

  • Pull and prep web applications and other administrative based duties, including updating credit reports and AUS findings, for licensed teammates.

  • Set and confirm appointments for the originator and manage calendar.

  • Prepare and send thank you cards to referral sources and new clients.

  • Act as a point of contact for the customer and referral source, keeping them informed throughout the process

  • Run credit on loans assigned to an originator.

  • Request status updates from pre-approved clients and referral sources

  • Contact expired, pre-approved clients to gather necessary documentation for licensed teammates to update pre-approval documentation and/or letters.

  • Provide marketing support by coordinating, creating, obtaining compliance approval, tracking, and distributing advertising materials as needed.

  • Manage monthly compliance-approved email marketing to realtors.

Contract to Close duties:

  • Monitor key dates related to loan transactions and respond accordingly.

  • Send loan forms, disclosures agreements, and other supporting documentation to customers for completion and signature; manage the collection of completed documents accordingly.

  • Manage assigned originator's database; tracking active loan(s) and entering data as needed.

  • Maintain customer contact to ensure follow-up of loan application and answer basic customer inquiries, providing quality customer service

  • Provide administrative support in the collection and preparation of submitting loan application with supporting documentation to processing.

  • Order out 4506T, SSA, Credit Supplements, AccountCheck and Work Number as needed.

  • Prepare and submit loan applications to processing, helping to resolve any subsequent file issues and escalating processor conditions as required assisting processor in clearing any conditions placed on loan(s).

  • Provide any necessary administrative assistance through production and underwriting process.

  • Provide status updates to referral sources on active loans


  • High school diploma or equivalent preferred, along with a minimum of one-year total experience in Mortgage lending or related field.

  • Does not require an active MLO licensing.

  • Ability to manage multiple priorities; strong detail orientation and highly organized.

  • Works with a strong sense of urgency and responsiveness.

  • Passionate about delivering excellence in customer service.

  • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.

  • Strong verbal and written communication skills. Basic math skills.

NOTE: Candidates that are offered a position are required to pass pre-employment drug and background screening. Qualified candidates with criminal histories, are considered in a manner that is consistent with local, state and federal laws.