Transaction Coordinator

Posted 5 Days Ago
Be an Early Applicant
Hiring Remotely in Providence, RI, USA
In-Office or Remote
Junior
Fintech • Real Estate • Financial Services • PropTech
The Role
Manage the full lifecycle of home-equity transactions from intake to close; serve as primary client contact, ensure documentation accuracy, resolve issues, and meet closing targets while maintaining strong communication and organization.
Summary Generated by Built In

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.

Skills Required

  • 1-3+ years experience as a Loan Originator, Loan Officer Assistant, Processor, HEI customer service, or similar role
  • 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 adapt quickly
  • Excellent communication and problem-solving skills
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The Company
82 Employees
Year Founded: 2018

What We Do

Beeline Loans, Inc. is an AI-driven fintech mortgage lender and title provider specializing in conventional and non-conforming residential first-lien mortgages. Founded in 2019, the company utilizes a proprietary digital platform to streamline and simplify the home loan process. It provides a fast, transparent, direct-to-consumer experience designed for digital-first borrowers and property investors.

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