Transaction Processing Associate II

Conduent Incorporated Anchorage , AK 99501

Posted 2 months ago

Through our dedicated associates, Conduent delivers mission-critical services and solutions on behalf of Fortune 100 companies and over 500 governments - creating exceptional outcomes for our clients and the millions of people who count on them.

You have an opportunity to personally thrive, make a difference and be part of a culture where individuality is noticed and valued every day.

Job Track Description:

  • Performs business support or technical work, using data organizing and coordination skills.

  • Performs tasks based on established procedures.

  • In some areas, requires vocational training, certifications, licensures, or equivalent experience.

General Profile

  • Expands skills within an analytical or operational process.

  • Maintains appropriate licenses, training, and certifications.

  • Applies experience and skills to complete assigned work.

  • Works within established procedures and practices.

  • Works with a moderate degree of supervision.

Functional Knowledge

  • Has developed skills in a range of processes, procedures, and systems.

Business Expertise

  • Integrates teams for the best outcome and achievement of company goals.


  • Impacts a team, by example, through the quality service and information provided.

  • Follows standardized procedures and practices.

  • Receives regular, but moderate supervision and guidance.


  • Has no supervisory responsibilities.

  • Manages own workload.

Problem Solving

  • Ability to problem solve without supervisory approval.

  • Evaluates and selects solutions from established operating procedures.

Interpersonal Skills

  • Exchanges information and ideas effectively.

Responsibility Statements

  • Captures and validates more complex data.

  • Pre-adjudicates documents and corrects data.

  • Researches and examines issues and ensures information is available for next steps.

  • Conducts extra searches to extract accurate data and inputs the same.

  • Completes assignments using multiple source documents to verify data.

  • Follows up on pending research documents.

  • Returns electronic data forms to the customer for additional information.

  • Performs other duties as assigned.

  • Complies with all policies and standards.

Conduent is an Equal Opportunity Employer and considers applicants for all positions without regard to race, color, creed, religion, ancestry, national origin, age, gender identity, gender expression, sex/gender, marital status, sexual orientation, physical or mental disability, medical condition, use of a guide dog or service animal, military/veteran status, citizenship status, basis of genetic information, or any other group protected by law.

People with disabilities who need a reasonable accommodation to apply for or compete for employment with Conduent may request such accommodation(s) by clicking on the following link, completing the accommodation request form, and submitting the request by using the "Submit" button at the bottom of the form. For those using Google Chrome or Mozilla Firefox please download the form first: click here to access or download the form. You may also click here to access Conduent's ADAAA Accommodation Policy.

icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
Transaction Coordinator

Guild Holdings Company

Posted Yesterday

VIEW JOBS 1/20/2022 12:00:00 AM 2022-04-20T00:00 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. Guild Holdings Company Anchorage AK

Transaction Processing Associate II

Conduent Incorporated