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.