Posted 1 month ago
Transaction Coordinator
AI Summary
Transaction Coordinator at Beeline Loans manages the full lifecycle of home equity transactions, serving as the primary client contact and ensuring smooth, timely deal closures.
About this role
Job Title: Transaction Coordinator
About the role and Beeline Equity:
Beeline Equity is redefining how homeowners access their equity - offering fast, flexible solutions that allow clients to eliminate debt and access cash in as little as 10-14 business days. As a high-growth, entrepreneurial company, we’re seeking an experienced Transaction Coordinator to manage deals from intake through close, ensuring a seamless and efficient client experience.
Key Responsibilities:
- Drive the full lifecycle of Beeline Equity transactions from initial client engagement through closing
- Serve as the primary point of contact for clients, delivering a high level of service and guidance throughout the process
- Evaluate and structure deals with a strong understanding of home equity solutions
- Guide clients through documentation requirements, ensuring accuracy and file completeness
- Proactively identify and resolve issues to keep transactions on track and avoid delays
- Consistently meet closing targets
Qualifications:
- 1–3+ years of experience as a Loan Originator, Loan Officer Assistant, Processor, HEI customer service, or similar role is a plus
- Strong understanding of mortgage or home equity products
- Experience managing pipelines and client communication
- Detail-oriented with strong organizational skills
- Ability to thrive in a fast-paced, performance-driven environment and demonstrate a high level of adaptability
- Excellent communication and problem-solving skills
Benefits
- Health, dental, and vision insurance
- Life & disability insurance
- 10 personal/sick days per year (available immediately)
- 3 weeks vacation per year (accrued per pay period)
- 401(k)
Equal Opportunity Employer
BeelineEquity welcomes applicants of all backgrounds and identities.