Transaction Coordinator

$41,000 - $56,000 yearly
  • Accounting Principals
  • Portland, OR, USA
  • May 01, 2022
Full time Accounting Banking Finance Insurance Real Estate

Job Description

Transaction Coordinator


Our Mission:

We have been doing our part to help change the lives of homebuyers for over 25 years. Our commitment to building strong, trusting relationships has allowed us to create an elevated mortgage lending experience for each and every client, business partner, and employee that we’ve had the privilege of working with. We owe that dedication to professional integrity to our incredible leadership team.

Whether we’re working with a first-time homebuyer or an existing homeowner, our goal is to provide an unforgettable experience. Our clients, partners, and employees walk away feeling confident that we acted with their best interests in mind from start to finish.

The Job:

We are currently searching for a Transaction Coordinator to come join our team in the Vanvouver/Portland area. You would be working to support a small team of three loan originators.

*note: there is no vaccine requirement for this position

Where: This job will be 100% onsite at our Vancouver, WA office but we will allow the position to be hybrid for someone living in Portland, OR.

Experience: The ideal candidate will have 3-5 years of experience in a Transaction Coordinator or Loan Officer Assistant role. Also we need someone that is currently liscenced and has a working knowledge of Freddie Mac and Fannie May

Pay: Starting salary will be around $53k DOE, plus $100 per file bonus

Job Details:

    • Assisting in completing the 1003
    • Duplicating files
    • Helping with e-consent
    • Sending out
    • Assisting borrower
    • Following up
    • Obtaining financial documentation
    • Needs list
    • Making sure it’s complete (no pages missing, all paystubs, etc.)
    • Reviewing and assessing income and asset documentation
    • Calculating income – W2d or S/E
    • Run AUS (DU and LP)
    • Assessing if documentation fits guidelines and makes sense to move forward
    • Pulls Real Quest property report
    • Pulls Smart Fees/title, escrow, appraisal fees
    • Pulls MI quote (if necessary)
    • Manages TBDs
    • Pre-approve purchases
    • Manages the file from disclosures on
    • Communicates with the borrowers and realtors
    • Will obtain borrower information and review PRIOR to sending to processing for submission or PTD clearing
    • Uploads documentation to the file manager for processing, or
    • Uploads documentation to the appropriate buckets
    • Milestone management
    • Keeping all appropriate parties in the loop along the way
    • Coordinate signings with escrow and the borrower
    • Transfer letters after loan closes
    • Database Management
    • Quarterly mailers (coordinate with marketing)



      Equal Opportunity Employer/Veterans/Disabled



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    The Company will consider qualified applicants with arrest and conviction records