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Loan documentation specialist vs transaction coordinator

The differences between loan documentation specialists and transaction coordinators can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a loan documentation specialist and a transaction coordinator. Additionally, a transaction coordinator has an average salary of $41,792, which is higher than the $35,946 average annual salary of a loan documentation specialist.

The top three skills for a loan documentation specialist include customer service, loan applications and real estate loans. The most important skills for a transaction coordinator are customer service, MLS, and escrow companies.

Loan documentation specialist vs transaction coordinator overview

Loan Documentation SpecialistTransaction Coordinator
Yearly salary$35,946$41,792
Hourly rate$17.28$20.09
Growth rate-3%-3%
Number of jobs11,76816,804
Job satisfaction--
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 54%
Average age4242
Years of experience44

What does a loan documentation specialist do?

A loan documentation specialist is primarily in charge of assisting clients in preparing and processing their loan applications, ensuring convenience and client satisfaction. Their responsibilities typically revolve around liaising with clients to identify their needs, explaining the extent of procedures, gathering and verifying requirements, and maintaining records of all transactions. They must also help staff in analyzing documentation and participate in training new workers. Furthermore, as a loan documentation specialist, it is essential to devise strategies to optimize documentation services, all while adhering to the company's policies and regulations.

What does a transaction coordinator do?

A transaction coordinator is responsible for performing administrative and clerical duties for the clients regarding their real estate contracts and transactions. Transaction coordinators sometimes do fieldwork to inspect the property area, write findings reports, perform cost and expenses analysis, and inform the clients of required documentation. They also identify resources and other alternatives that would most likely fit the client's budget limitations and interests. A transaction coordinator must have excellent organizational and communication skills, especially in coordinating with other organizations to process the client's requirements for property acquisition.

Loan documentation specialist vs transaction coordinator salary

Loan documentation specialists and transaction coordinators have different pay scales, as shown below.

Loan Documentation SpecialistTransaction Coordinator
Average salary$35,946$41,792
Salary rangeBetween $28,000 And $45,000Between $30,000 And $57,000
Highest paying CityEugene, ORWhite Plains, NY
Highest paying stateWashingtonNew York
Best paying companyCity National BankJPMorgan Chase & Co.
Best paying industryFinanceFinance

Differences between loan documentation specialist and transaction coordinator education

There are a few differences between a loan documentation specialist and a transaction coordinator in terms of educational background:

Loan Documentation SpecialistTransaction Coordinator
Most common degreeBachelor's Degree, 59%Bachelor's Degree, 54%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Loan documentation specialist vs transaction coordinator demographics

Here are the differences between loan documentation specialists' and transaction coordinators' demographics:

Loan Documentation SpecialistTransaction Coordinator
Average age4242
Gender ratioMale, 29.9% Female, 70.1%Male, 19.0% Female, 81.0%
Race ratioBlack or African American, 11.8% Unknown, 4.4% Hispanic or Latino, 12.3% Asian, 8.2% White, 62.9% American Indian and Alaska Native, 0.4%Black or African American, 9.7% Unknown, 4.3% Hispanic or Latino, 19.3% Asian, 6.8% White, 59.6% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between loan documentation specialist and transaction coordinator duties and responsibilities

Loan documentation specialist example responsibilities.

  • Manage successful audit with FHLMC.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Review file and enter in information into the loan origination system LIS.
  • Review the loan for compliance with RESPA tolerances, TILA.
  • Generate and review, HUD, financial statements, fiscal analyses and other financial reports for property acquisition.
  • Process fees and prepare documents for closing; go over HUD-1 with clients for cash to/from close during signing.
  • Show more

Transaction coordinator example responsibilities.

  • Manage scheduling loans for closing, handle insurance review, verify wire transfer, register and transfer loans with MERS.
  • Manage and coordinate the workload of the release team members and are responsible for organizing and hosting all production release windows.
  • Ensure all documents are completed and in accordance with DRE standards.
  • Review and explain HUD with borrowers and loan officers prior to closing.
  • Verify that DRE disclosures requirements on all documents have been send on time.
  • Coordinate closing - arrange closing date/time, order escrow check if need, review HUD.
  • Show more

Loan documentation specialist vs transaction coordinator skills

Common loan documentation specialist skills
  • Customer Service, 19%
  • Loan Applications, 8%
  • Real Estate Loans, 5%
  • Underwriting Guidelines, 4%
  • FHA, 4%
  • Loan Products, 3%
Common transaction coordinator skills
  • Customer Service, 23%
  • MLS, 14%
  • Escrow Companies, 7%
  • PowerPoint, 6%
  • Real Estate Transactions, 6%
  • Data Entry, 5%

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