Transaction Coordinator

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.

Originally posted on Himalayas