Mortgage Transaction Coordinator

About the position At Roam, we're on a mission to make homeownership truly affordable again. We started Roam because we saw something deeply unfair happening: homeownership, the foundation of financial security and building a brighter future, was becoming impossible for millions of hardworking people. Rising interest rates were shutting people out, making home ownership a distant dream rather than an achievable reality. We’re helping people reclaim their dream of owning a home by taking advantage of assumable mortgages. These are low-interest loans that sellers can pass directly to buyers, saving them up to 50% on their monthly payments compared to today's traditional mortgages. Our platform makes it easy for buyers to find homes with assumable mortgages, and we guide them every step of the way. Joining Roam means working on something truly impactful: helping people afford their dream homes, build lasting wealth, and create brighter futures for themselves and their families. About the role As our Mortgage Transaction Coordinator, you’ll be a customer-obsessed and detail-oriented Transaction Coordinator guiding every step of the closing process for Roam’s assumable mortgage transactions. In this role, you will ensure seamless coordination between buyers, sellers, lenders, realtors, and title companies to close transactions smoothly and on schedule. You’ll join a team of other Transaction Coordinators and be responsible for managing 20-30 deals at a time. What you’ll do

Responsibilities

• Transaction Coordination: Oversee the closing process from contract to closing, ensuring all required documentation is completed accurately and shared on time. Key SLAs include gathering documentation to open mortgage assumptions with lenders within 4 business days.
• Liaison with Stakeholders: Communicate with buyers, sellers, lenders, title companies, and agents to facilitate a smooth closing.
• Customer Support : Provide prompt guidance to buyers, sellers, and agents throughout the closing process, answering any questions and ensuring a positive experience. Key SLAs include 24-hour response time for any email or call and keeping customers apprised with weekly status updates.
• Process Management: Track key milestones in the mortgage assumption process, proactively following up with customers and lenders to keep deals on schedule.
• Problem-Solving: Address any closing-related blockers that may arise, resolve delays to keep transactions on track, and escalate issues when necessary.
• Process Optimization: Identify areas for improvement in the closing process to enhance efficiency and customer experience.
• Compliance & Documentation: Review and verify closing documents, ensuring compliance with federal regulations and lender requirements.

Requirements

• 2+ years of experience in mortgage processing, mortgage servicing, real estate closing, or the like, preferably in the real estate or lending industries. You also understand mortgage lending regulations, closing documentation, and assumable mortgages.
• You are always thinking of how to help the customer and progress them to the next step in the process.
• You are a strong writer and have excellent communication and interpersonal skills, as your role requires you to coordinate with multiple stakeholders.
• You can operate independently with minimal supervision.
• You thrive working in a fast-paced, tech-forward, high-volume environment while maintaining accuracy with every detail.
• You are comfortable and excited to use tools like Hubspot, Google Suite, Notion, Slack etc, in your day-to-day work.

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