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Transaction coordinator • san diego ca

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Transaction Coordinator

Transaction Coordinator

Guild MortgageSan Diego, CA, US
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Guild Mortgage Company, closing loans and opening doors since 1960.As a mortgage banking firm we are dedicated to serving the home owner / buyer. Our goal is to provide affordable home financing for o...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Transaction Coordinator

Transaction Coordinator

Guild Mortgage CompanySan Diego, CA, US
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As a mortgage banking firm we are dedicated to serving the home owner / buyer.Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Transaction Advisory Consultant

Transaction Advisory Consultant

VirtualVocationsChula Vista, California, United States
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A company is looking for a Transaction Advisory Consultant to provide support in various stages of transaction processes within a financial advisory firm. Key Responsibilities Assist clients with ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Payroll / Transaction Specialist - 127107

Payroll / Transaction Specialist - 127107

UC San DiegoSan Diego, CA, US
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Coordinates all employee and position changes in support of temporary employees.Responsibilities include supporting the processing of payroll on a bi-weekly basis. Act as a consultant to department ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Restoration Coordinator

Restoration Coordinator

SERVPRO Global DRTSan Diego, CA, US
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SERVPRO Global DRT is a leader in remediation and restoration; providing best in class service to handle emergency and reconstruction needs 24 / 7. Our goal is to help minimize the interruption to you...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Revenue Transaction Coordinator (Part-Time, SeaWorld San Diego)

Revenue Transaction Coordinator (Part-Time, SeaWorld San Diego)

SeaWorld Parks & EntertainmentSan Diego
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At SeaWorld, we're passionate about caring for animals.In fact, we've already rescued over 40,000 animals (and counting!). And we can save you from being stuck in just another job.Join us and help b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Junior Transaction Tax Consultant - Diegem - Industries

Junior Transaction Tax Consultant - Diegem - Industries

EYDiegem, BEL
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In Belgium, our Tax department consists of 500 employees who render advice in : .Indirect Tax (VAT, customs and excises). International Tax and Transfer Pricing.We are looking for Junior Consultants i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Event Coordinator

Event Coordinator

TradeJobsWorkForce92105 San Diego, CA, US
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Identify the client’s requirements and expectations for each event.Liaise with vendors, exhibitors, and stakeholders during the event planning process to ensure everything is in order.Manage all ev...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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IT Coordinator

IT Coordinator

SynergisticITSan Diego, CA, United States
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Since 2010 SynergisticIT has helped Jobseekers get employed in the tech Job market by providing candidates the requisite skills, experience and technical competence to outperform at interviews and ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Coordinator

Coordinator

TradeJobsWorkforce92187 San Diego, CA, US
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Key Job Functions : Processes all store shipments and administers recall.Ensures maintenance and housekeeping of stockroom. Job Duties : Maintains a neat, organized and well-stocked back room.Compli...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
Manager- Accounting and Transaction Advisory Services

Manager- Accounting and Transaction Advisory Services

Regal Executive SearchSan Diego, CA
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Our client is a specialized boutique accounting and consulting services firm looking for a accounting professional to help the firm with its impressive growth. As a result, you will have the opportu...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Sales Coordinator

Sales Coordinator

Excel Hotel GroupSan Diego, CA, US
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Excel Hotel Group is a fully integrated property ownership, management, and development company enjoying exciting growth. We believe that our family-driven culture is the backbone of our company.Sup...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Independent Consultant Accounting & Transaction (1099) - San Diego CA

Independent Consultant Accounting & Transaction (1099) - San Diego CA

CNMSan Diego, CA, United States
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CNM LLP is a technical advisory services firm that works with the top local talent on the most comprehensive and intriguing projects for discerning clients ranging from start-ups to closely held mi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
AP Coordinator

AP Coordinator

Innova SolutionsSan Diego, CA, United States
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Position type : Full Time, Contract.Shift : 1st Shift (9 / 80) 7 AM Start.Microsoft Experience, 3-Way Match, Infor-LN Experience preferred,. Working in a government environment preferred.Requires a High ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Transaction Coordinator

Transaction Coordinator

House Buyers of AmericaSan Diego, CA, US
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House Buyers of America is looking for a remote Settlement Coordinator to ensure all acquisitions and dispositions go to settlement in a timely manner. Ensure acquisitions are processed in a timely ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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AP Coordinator

AP Coordinator

DonatechSan Diego, CA, United States
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Position would require the candidate to be a W2 employee of Donatech.Microsoft Experience, 3-Way Match, Infor-LN Experience preferred, working in a government environment preferred.serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
Transaction Services Senior

Transaction Services Senior

Moss AdamsSan Diego, CA
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Pasadena, CA, Salt Lake City, UT, New York, NY, Woodland Hills, CA, Spokane, WA, San Diego, CA, Orange County, CA, Walnut Creek, CA, El Segundo, CA, Tacoma, WA, San Francisco, CA, Dallas, TX, Phoen...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
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Transaction Services Senior - Healthcare

Transaction Services Senior - Healthcare

San Diego StaffingSan Diego, CA, US
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Transaction Services Senior - Healthcare.At Moss Adams, we champion authenticity.For us, that means fostering a culture of talented people who careabout you, about our clients, and about our commun...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
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Sales Coordinator

Sales Coordinator

Riverwalk Golf ClubSan Diego, CA, United States
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The sales coordinator role is key to driving revenue growth by promoting our golf course, group outings / tournaments, and private events. The coordinator will execute marketing strategies, support th...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
Transaction Coordinator

Transaction Coordinator

Guild MortgageSan Diego, CA, US
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Transaction Coordinator

Guild Mortgage Company, closing loans and opening doors since 1960. As a mortgage banking firm we are dedicated to serving the home owner / buyer. Our goal is to provide affordable home financing for our customers, utilizing the best terms available while providing a level of professionalism and service unsurpassed in the lending industry.

Position Summary

Please note : This is a part-time position with a 30-hour work week.

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.

Compensation

This role is a non-exempt position with a Targeted Salary Range of $20 / hr to $22 / hr annually.

Compensation at Guild is influenced by a wide array of factors including but not limited to local and federal minimum wage requirements, education, level of experience, and applicant's geographical location.

Essential Functions

Lead to Contract duties :

  • Assist originator in appointment setting with prospective and new applicants.
  • Provide new lead call backs within 20 minutes and maintain a 35% conversion rate from lead to appointment.
  • Provide administrative support managing various client databases (lead tracker, MyCircle, Zillow, etc.). Send new clients online pre-qualification link on behalf of originator.
  • 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, subject to the limitations as set forth in Guild's SAFE Act and Consumer Privacy / Safeguarding in Information policies.
  • Run credit on loans assigned to an originator.
  • Request status updates from pre-approved clients and referral sources (weekly TBD calls).
  • 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, subject to Guild's SAFE Act policy.
  • 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, subject to Guild's policies on Consumer Privacy and Safeguarding of Information.

    • Additional common duties :

  • Subject to the limitations set forth in Guild's SAFE Act policy, collect supporting documentation from customer, gathering necessary documentation for pre-approval.
  • Maintain referral source relationships through quick response time and excellent custom service.
  • Keep up to date with company approved programs and software systems; implement and execute new systems for team and clients.
  • Answer customer inquiries related to active loan, and / or loan application status.
  • May provide clerical and administrative support on an as needed basis.
  • Per law and / or company practice, this role is prohibited from submitting documents to underwriting; assisting borrowers with the completion of their application or explanation of documents, loan programs, or qualification criteria and quoting rates.
  • Per company policy and investor guidelines : this role is prohibited from ordering written (non-third party) employment, income, deposit, mortgage or rental verifications under any circumstances. This also includes :
  • Acting as a primary point of contact for the customer, and keeping the customer informed throughout the process.
  • Assisting Originator with obtaining an accurate and thorough 1003.
  • Analyzing customer's credit and financial scenario and determining appropriate loan product(s).
  • Pricing loan in accordance with Guild's policies and communicating fees to operations team.
  • Quoting rates and making commitments regarding locking to customer.
  • Discussing product features with customer.

    • Qualifications

  • 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.
  • Demonstrated patience and professionalism when interacting with both internal and external customers.
  • Proficiency with data entry, PDF software programs, Microsoft Word, and Excel required.
  • Strong verbal and written communication skills. Basic math skills.
  • Ethical, with a commitment to company values.

    • Supervision

  • No direct or indirect reports.
  • Low level of independent judgment and discretion used in decision-making; executes standard core job responsibilities with only minor variation and escalates more complex issues for advice and resolution.
  • Travel : 0%

    • Requirements

  • Physical : Work is primarily sedentary; mobility in an office setting.
  • Manual Dexterity : Frequent use of computer keyboard and mouse.
  • Audio / Visual : Ability to accurately interpret sounds and associated meanings at a volume consistent with interpersonal conversation. Regularly required to accurately perceive, distinguish and interpret information received visually and through audio; e.g., words, numbers and other data broadcasted aloud / viewed on a screen, as well as print and other media.
  • Environmental : Office environment no substantial exposure to adverse environmental conditions.

    • Guild offers a pleasant work environment, competitive compensation and excellent benefits package; including medical, dental, vision, life insurance, AD&D, LTD and 401(k) with employer match.

    Guild Mortgage Company is an Equal Opportunity Employer.