JOB TITLE: Transaction Coordinator
JOB TYPE: part-time independent contractor
LOCATION: Mammoth Lakes, CA / remote option available
COMPENSATION: hourly rate commensurate with experience
DEADLINE: open until filled
Helios Capital Partners, Inc. is hiring a part-time Transaction Coordinator to provide high-level servicing to borrowers from application through loan servicing.
Essential Functions:
•Perform documentation gathering, data entry, review and validation of loan documentation, pipeline management, budget reconciliation, draws and servicing portfolio management
•Review, analyze, and process loan draws for all assigned construction projects; order inspections; fund disbursements; and review invoices, lien waivers, and budget
•Manage loan maturity dates; process extensions and modifications to keep servicing portfolio current
•Review account history and coordinate with borrowers to ensure account stays up-to-date; collect payments on past due accounts and make recommendations on non-responsive borrowers
•Flag exceptions and highlight areas of concern as they arise
•Proactively coach borrowers on tools for submitting draw requests
•Obtain third-party services (appraisal, title, flood determination, etc.) as needed
•Communicate with loan officers and borrowers via telephone and email (request documentation, answer questions, provide status updates, etc.)
•Clear post-funding conditions with respect to draw processing
Qualifications:
•Minimum of 3 years’ experience in lending, banking, real estate, or related field and/or training; or equivalent combination of education and experience (title experience preferred; construction draw process experience is a plus)
•State-required and/or NMLS license(s), if applicable
•Experience with CRM software, Excel, and Google Workspace
Competencies:
•Excellent interpersonal, communication, and presentation skills; friendly and professional demeanor
Note: This job posting is not designed to cover or contain a comprehensive listing of duties, responsibilities, or activities that are required of the job position. Duties, responsibilities, and activities may change at anytime with or without notice.
How to apply:
Interested applicants may email their résumés to employment@helios.capital. For questions, please contact employment@helios.capital.
