Transaction Coordinator

Summary of Functions:

The role of the Transaction Coordinator is to receive orders from customers and coordinate all details of the transaction from application to closing. Duties may include but are not limited to entering orders into the production system, ordering exhibits (tax certificates, surveys, inspections, HOA due statuses and loan payoff statements), review of title commitment, communication with client on clear to close file status, providing settlement fees, requesting bring down to update title information, obtain water and sewer utility information, update calendar for closings, prepare the preliminary Closing Disclosure Form (CDF) or HUD-1 Settlement Statement (HUD) with title and settlement fees, and any other duties assigned to him or her by the Manager.