Transaction Coordinator

CIVIC Kirkland, Washington


Description

CIVIC Financial Services is an industry leading private money lender focused on providing short and long term debt for Residential and Commercial real estate investors. Civic was founded in 2014 by its parent companies Wedgewood Inc. and HMC Assets LLC, and is a well-capitalized lending-arm of the Wedgewood Companies. CIVIC was started to provide common sense financing for real estate entrepreneurs and has funded over $2.5 Billion in loans since its inception. CIVIC was recognized as a “Great Place to Work” for 2019, as published by Fortune. Also, Bill Tessar, (CIVIC’s CEO) was identified as an Executive leading the housing industry by HousingWire’s Vanguard Awards in 2018.

The main objective of the Transaction Coordinator is to provide day-to-day support to the assigned Account Executive/Team Lead.  The Transaction Coordinator (TC) will handle administrative duties for loan files, including follow-ups with customers, organization of loan files, and documentation collection. Additionally, they will serve as the main internal point of contact for all loan files to which they are assigned, managing daily operations for these specific files, programs, and products.

What you'll do:
  • Resolve client problems; recommend modifications to products/services
  • Coordinate documentation requirements between customers and third parties
  • Build new loan files in Encompass and generate “Letters of Intent” for borrowers
  • Help maintain the AE’s deals in a company-wide Encompass
  • Keep all documents organized in the internal computer drive; itemize files
  • Maintain loan files from origination to underwriting
  • Vet deals and look for “red flags” in loan documentation
  • Organize and package documentation requirements for loan files
What you'll need:
  • Bachelor’s Degree
  • Experience in the mortgage industry as a Loan Processor, Underwriter or Transaction Coordinator
  • Experience working with LOS System/Encompass is a plus
  • Necessary computer programs knowledge and use: Microsoft Outlook (email), Microsoft Word, Microsoft Excel, imaging system and the internet
  • Flexible and ability to adapt to change quickly
  • Critical thinking and problem solving skills
  • Strong organizational and multi-tasking skills
  • Must show strong initiative
  • Must work well in a fast paced team driven environment
What's in it for you:

CIVIC offers our team members a competitive compensation, 401K, and traditional benefits like medical, dental, and vision.  We also have many additional perks:
• Company Sponsored Outings: Past events have included sporting events, happy hours, parking lot BBQs, bowling and bocce ball tournaments, office theme parties, and more.
• In-house Investment Programs: Participate in the growth and profitability of the company through our in-house investment programs. We also offer homeownership & loan programs.
• Contribute to Your Community: Through our volunteer service, sustainable initiatives, charitable giving, and work with local universities, CIVIC provides opportunities throughout the year for its employees to give back to the community for the greater good.
 
CIVIC is an Equal Opportunity Employer and welcomes applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age. We look forward to hearing from you!

Check us out on The Muse.
Company: Civic Financial Services