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Transaction Coordinator

Role overview

Qualifications

  • 1–3+ years of 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

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

Key facts

  • Remote from: Rhode Island (USA)
  • Full time
  • Mid-level (2-5 years)
  • Transaction Services Manager
  • English

Hard skills

Other skills

  • Organizational Skills
  • Communication
  • Problem Solving
  • Adaptability

About the company

Beeline logo

Beeline

Computer Software / SaaS

Beeline pioneered the world’s first extended workforce platform. Our intelligence-driven platform transforms how businesses engage, manage, and optimize external talent. With a data set encompassing more than 30 million workers and over $700 billion in talent spend spanning more than 20 years, we solve complexities of managing the modern workforce. Enterprises benefit from Beeline’s unmatched experience and innovation, deeply seasoned experts, and industry-leading partner network to intelligently, efficiently, and securely connect them to the remarkable talent within the global extended workforce. To learn more, visit beeline.com.

Company details

IndustryComputer Software / SaaS
Company size501 - 1000

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Job description

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.

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MR

Marcus Rivera

Chief Revenue Officer

m.rivera@company.com
linkedin.com/in/marcusrivera
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