1,219 Transaction jobs in the United States

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

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 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.

This position offers eligibility for incentive compensation.

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.

Key Responsibilities:

* Document Management: Collect, review, and manage all necessary documents from clients, ensuring compliance with legal and company standards.

* Communication: Serve as the primary point of contact between clients, lenders, and internal teams to facilitate seamless communication throughout the transaction process.

* Scheduling and Coordination: Coordinate with appraisers, title companies, and other third parties to schedule necessary inspections, appraisals, and closings.

* Transaction Tracking: Maintain detailed records of all transactions, tracking progress and ensuring deadlines are met.

* Problem Solving: Identify potential issues in transactions and work proactively with all parties involved to resolve them.

* Compliance: Ensure all transactions comply with company policies and regulatory requirements, including NMLS and California Finance Lenders Law.

* Reporting: Provide regular updates to management on the status of ongoing transactions and any potential risks or delays.

We are a company committed to creating diverse and inclusive environments where people can bring their full, authentic selves to work every day. We are an equal opportunity/affirmative action employer that believes everyone matters. Qualified candidates will receive consideration for employment regardless of their race, color, ethnicity, religion, sex (including pregnancy), sexual orientation, gender identity and expression, marital status, national origin, ancestry, genetic factors, age, disability, protected veteran status, military or uniformed service member status, or any other status or characteristic protected by applicable laws, regulations, and ordinances. If you need assistance and/or a reasonable accommodation due to a disability during the application or recruiting process, please send a request to com.

To learn more about how we collect, keep, and process your private information, please review Insight Global's Workforce Privacy Policy: .

* Experience with reviewing entity documents

* Experience with Construction loans
* 2 years of experience in real estate transactions, loan processing, or a similar role within the financial services industry.

* Experience with residential loan processing

* Experience with documentation of loans

Title: Mail Operations Specialist Ready to be an essential part of a major business operation? We are seeking a meticulous Mail Operations Specialist for a fantastic contract-to-hire opportunity in Glen Burnie, MD. In this role, you will be the cruci Processor, Operations Specialist, Business Operations, Transaction, Manufacturing, Staffing

Posted 9 days ago 10 applicants Be one of the first to apply!

• New York, NY

$48,000 - $9,000/year

Exact compensation may vary based on skills, experience, and location.

40 hrs/wk

Permanent (w2)

Travel not required

March 3, 2025

Position: Transaction Clerk

Company: Orrick

The Mom Project is excited to partner with Orrick in their search for a Transaction Clerk with its Mergers & Acquisitions and Private Equity practice (MAPE) with an expected start date during Summer 2025. This position will preferably be in San Francisco or New York , but will be considered in any of our other US office locations (Austin; Boston; Chicago; Houston; Los Angeles; Menlo Park; Orange County; Portland; Sacramento; Santa Monica; Seattle; Washington DC; or our Global Operations & Innovation Center in Wheeling WV).

Are you a self-starter with high levels of initiative and drive, willing to work hard to gain experience with corporate transactions in a major international law firm?

Our Transaction Clerk positions are ideal entry-level positions for those who are interested in the legal field and want to get 2 years of hands-on experience before attending law school. The Transaction Clerk will work side-by-side with attorneys and other legal professionals, performing real-time client work and doing document review to contribute to client success.

Responsibilities:

• Provide general assistance in coordinating transactions from inception to closing.
• Use AI-enabled and other legal technology to review and analyze a variety of corporate documents in the context of acquisitions and dispositions.
• Support attorneys and other legal professionals in the formation of business entities and help in preparing other corporate legal documents.
• Manage schedules and timelines to help ensure a deal is progressing efficiently.
• Assist with the organization of documents for transactions and various other administrative tasks relating to the transactions.
• Assist with closing preparation and provide general assistance at closing, including preparing closing documents, preparing signature pages, maintaining closing checklist, and indexing and handling closing document files.
• Demonstrate effective teamwork, including thoughtful communication with clients and other team members.
• Work in coordination with other departments and individuals in the firm.
• Perform other related duties as assigned.

Qualifications:

• Bachelors Degree required with a strong academic background or a combination of education and work experience.
• Prior legal experience is useful but not required.
• Prior office experience or experience with contracts and corporate operations is helpful but not required.
• Willingness to maintain an intense and flexible work schedule (evenings and weekends may often be required in the context of a client engagement).
• Strong organizational skills and intense attention to details, with the ability to prioritize and organize multiple tasks in a dynamic working environment.
• Demonstrated excellent verbal and written communication skills.
• Ability to become familiar with the procedures, terminology, and documents relating to complex transactions.
• Ability to work in a forward-thinking team environment.
• Advanced computer skills including proficiency in Microsoft Office.
• Strong time-management skills.
• A passionate desire to work in the legal industry is a must!

Who is Orrick? Orrick is a global law firm focused on serving the technology & innovation, energy & infrastructure, and finance sectors. Founded more than 150 years ago in San Francisco, Orrick today has offices in 25+ markets worldwide. We are recognized worldwide for delivering the highest-quality legal advice through our diverse teams and for our culture of innovation and collaboration.

Compensation and Benefits:

The expected salary range for this position:

• California Major Markets* 50,000.00 - 69,000.00
• New York City 53,000.00 - 69,000.00
• National 48,000.00 - 62,000.00

* California Major Markets includes San Francisco, Silicon Valley, Los Angeles, Orange County, Santa Monica. All other California locations fall within National range.

Orrick is committed to providing a comprehensive, competitive, and thoughtful total compensation package to our attorneys and staff, wherever they work.

How to Apply: If you are searching for a chance to create an impact, you have a little grit and you love working with a team, we want to talk with you. To submit your resume and cover letter for this position, please visit our Staff and Paralegal Opportunities Listings at Orrick accepts applications for this position on an ongoing basis, until filled.

We are an Equal Opportunity Employer.

Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration.

Qualified applicants with criminal histories will be considered for the position in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring.

All applicants applying for U.S. job openings must be legally authorized to work in the United States and are required to have U.S. residency at the time of application.

If you are a person with a disability needing assistance with the application, or at any point in the hiring process, please contact us at

Venture Smarter HQ: San Francisco, California, United States Remote job 21 hrs ago

Salary: $3,500 $,500/month (based on experience)

Role Summary:

The Transaction Coordinator will be responsible for managing and streamlining transaction processes across departments, ensuring all documents are complete, accurate, and compliant. You will work closely with sales, legal, and client service teams to coordinate and monitor every stage of the transaction lifecycle.

Key Responsibilities:

Coordinate the full transaction process from initiation to completion

Ensure all documentation is accurate, signed, and stored properly

Act as the liaison between clients, sales teams, and internal departments

Track deadlines, compliance requirements, and follow up on pending items

Maintain records and ensure consistent transaction workflow

Provide administrative support to ensure seamless customer experiences

Qualifications:

2+ years of experience as a Transaction Coordinator or in a similar administrative role

Strong organizational and multitasking skills

Excellent communication and interpersonal abilities

High attention to detail and a proactive approach

Comfortable working independently in a remote environment

Familiarity with CRM tools and digital document platforms (e.g., DocuSign, Salesforce) is a plus

Competitive monthly salary: 3,500 4,500

Fully remote work environment

Growth opportunities within a dynamic, mission-driven company

Supportive and collaborative team culture

How to Apply:

Head on over to search on Google for Venture Smarter then go to our Career page from the homepage if you dare to aspire for better in your career!

*** Given the high number of applications we receive, we will only respond to those who meet the qualifications for the positions applied for.

Please note that we will not reply to job application inquiries sent to our social media accounts. All communication from us will be conducted via email.

If you do not receive a response, you are welcome to re-apply after six months for another suitable position within our company. ***

Venture Smarter has been featured in media outlets such as CBS News, Digital Journal, and Go Banking Rates. Check us out youll know were the place to be.