Front End Transaction Coordinator

Employer based in · Remote

Hiring talent from: all countries

Front End Transaction Coordinator About the role: You support our Account Executive and keep our lending front office running: borrowers get called back, appointments happen, paperwork goes out on time, and no inquiry slips through. You are the organized, reliable person behind a fast-moving loan team. Responsibilities Operational support • Prepare and send DocuSigns: loan applications, credit authorizations, term sheets and disclosures. Track signatures and follow up until they're complete. • Make sure scheduled borrower and broker appointments happen: confirm ahead, send reminders, reschedule no-shows. • Keep the Account Executive's calendar: schedule meetings, send invites and reminders. Phones and inquiries • Answer incoming calls professionally, take clear messages and route them to the right person. • Follow up on general inquiry emails and web leads the same day. • Answer basic questions and book a call with the Account Executive when needed. Client relationships • Stay in touch with borrowers and brokers throughout the loan process. • Send thank-you notes, gifts, check-ins and reminder emails. • Log every contact so nothing falls through the cracks. Email and file management • Manage the inbox: filter, categorize and clean up so urgent items surface first. • Organize files in Google Drive and Google Sheets, and keep trackers current. What we're looking for • Excellent written and spoken English, comfortable on the phone with US clients • 2 or more years as a virtual assistant or admin support. Real estate, mortgage or lending experience is a strong plus. • Very organized, follows up without being told twice, works by priority • Experienced with Google Workspace and DocuSign. LendingWise or any CRM is a plus. • Reliable during US business hours • Tools: • Google Workspace – Gmail, Google Drive, Google Docs, Google Sheets, Google Calendar Microsoft Office – Excel, Word, Outlook DocuSign – Electronic signatures and document execution CRM Platform – Managing leads, brokers, borrowers, follow-ups, and pipeline activity Microsoft Teams / Zoom / Google Meet – Internal meetings and client/broker communication Dropbox / OneDrive – Document storage and file organization Adobe Acrobat – Reviewing, organizing, combining, and preparing PDF documents Excel / Google Sheets – Transaction tracking, pipeline management, condition tracking, and reporting Calendly – Scheduling calls and meetings ChatGPT / AI Tools – Using AI responsibly to assist with drafting emails, organizing information, creating follow-up lists, and administrative tasks • Collaboration Hours:• Monday to Friday, 9:00 AM to 6:00 PM EST (40 hours/week; 8 hours/day) • Compensation Range: (Bi-weekly using Remitly):• $6 to $8/hr ** open to all types of candidates\