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Transaction coordinator vs mortgage assistant

The differences between transaction coordinators and mortgage assistants can be seen in a few details. Each job has different responsibilities and duties. It typically takes 2-4 years to become both a transaction coordinator and a mortgage assistant. Additionally, a transaction coordinator has an average salary of $41,792, which is higher than the $33,961 average annual salary of a mortgage assistant.

The top three skills for a transaction coordinator include customer service, MLS and escrow companies. The most important skills for a mortgage assistant are data entry, mortgage loans, and loan applications.

Transaction coordinator vs mortgage assistant overview

Transaction CoordinatorMortgage Assistant
Yearly salary$41,792$33,961
Hourly rate$20.09$16.33
Growth rate-3%-3%
Number of jobs16,8045,147
Job satisfaction--
Most common degreeBachelor's Degree, 54%Bachelor's Degree, 53%
Average age4242
Years of experience44

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.

What does a mortgage assistant do?

A mortgage assistant, sometimes referred to as a loan officer assistant, works directly with clients and members of the office to meet set organization goals. Their key responsibilities include reviewing loan applications, preparing letters for credit for clients, offering administrative support to supervising loan officers, and providing customer service to clients. They are also required to use computer programs to track loan processing and billing. This role requires customer service experience and knowledge of relevant computer software.

Transaction coordinator vs mortgage assistant salary

Transaction coordinators and mortgage assistants have different pay scales, as shown below.

Transaction CoordinatorMortgage Assistant
Average salary$41,792$33,961
Salary rangeBetween $30,000 And $57,000Between $26,000 And $43,000
Highest paying CityWhite Plains, NYRockville, MD
Highest paying stateNew YorkWest Virginia
Best paying companyJPMorgan Chase & Co.DFCU Financial
Best paying industryFinanceProfessional

Differences between transaction coordinator and mortgage assistant education

There are a few differences between a transaction coordinator and a mortgage assistant in terms of educational background:

Transaction CoordinatorMortgage Assistant
Most common degreeBachelor's Degree, 54%Bachelor's Degree, 53%
Most common majorBusinessBusiness
Most common collegeUniversity of PennsylvaniaUniversity of Pennsylvania

Transaction coordinator vs mortgage assistant demographics

Here are the differences between transaction coordinators' and mortgage assistants' demographics:

Transaction CoordinatorMortgage Assistant
Average age4242
Gender ratioMale, 19.0% Female, 81.0%Male, 21.6% Female, 78.4%
Race ratioBlack 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%Black or African American, 12.0% Unknown, 4.4% Hispanic or Latino, 13.7% Asian, 7.9% White, 61.5% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between transaction coordinator and mortgage assistant duties and responsibilities

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

Mortgage assistant example responsibilities.

  • Review HUD-1 for accuracy and to make sure it is within the RESPA guidelines. ''
  • Re-Disclose file per RESPA guidelines when require.
  • Well verse in first and second mortgage options and reverse mortgages with FHA.
  • Prepare HMDA data for deny and withdrawn loans to be submit to compliance officer for audit
  • Perform moderately complex loan calculations, satisfy underwriters' conditions, review HUD1, prepare files for HMDA.
  • Conduct research on mortgage documents such as HUD, title, homeowner s insurance policy, and flood policy.
  • Show more

Transaction coordinator vs mortgage assistant skills

Common transaction coordinator skills
  • Customer Service, 23%
  • MLS, 14%
  • Escrow Companies, 7%
  • PowerPoint, 6%
  • Real Estate Transactions, 6%
  • Data Entry, 5%
Common mortgage assistant skills
  • Data Entry, 16%
  • Mortgage Loans, 13%
  • Loan Applications, 9%
  • Origination, 8%
  • Excellent Organizational, 6%
  • Customer Service, 6%

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