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Transactional specialist vs mortgage specialist

The differences between transactional specialists and mortgage specialists can be seen in a few details. Each job has different responsibilities and duties. While it typically takes 6-12 months to become a transactional specialist, becoming a mortgage specialist takes usually requires 2-4 years. Additionally, a transactional specialist has an average salary of $64,483, which is higher than the $38,757 average annual salary of a mortgage specialist.

The top three skills for a transactional specialist include real estate, customer relationships and customer satisfaction. The most important skills for a mortgage specialist are customer service, residential mortgage loans, and origination.

Transactional specialist vs mortgage specialist overview

Transactional SpecialistMortgage Specialist
Yearly salary$64,483$38,757
Hourly rate$31.00$18.63
Growth rate-4%-3%
Number of jobs41,35126,471
Job satisfaction--
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 55%
Average age4042
Years of experience124

What does a transactional specialist do?

A Transactional Specialist is someone who is in charge of all transactions that take place in a business organization. First of all, he/she is required to process all requests from customers, both online and offline, in an orderly and timely manner. Also, he/she uses all sales tools at his/her reach to drive an increase in profit and to exceed all of the department's goals. As a Transactional Specialist, your task may also include the establishment and monitoring of internal controls and policies to ensure thorough compliance with GAAP and other requirements.

What does a mortgage specialist do?

Mortgage specialists are professionals who work with lending institutions to identify the best lending product for their clients in exchange for taking the title of the debtors' properties. These specialists must process mortgage loan applications by reviewing their paperwork to ensure accuracy and completeness before submitting for approval. They should monitor accounts during the bankruptcy proceedings to ensure that the rights of their clients are protected. Mortgage specialists are also required to guide associates regarding procedural guidelines from FNMA, FHLMC, and MHA.

Transactional specialist vs mortgage specialist salary

Transactional specialists and mortgage specialists have different pay scales, as shown below.

Transactional SpecialistMortgage Specialist
Average salary$64,483$38,757
Salary rangeBetween $39,000 And $105,000Between $29,000 And $51,000
Highest paying CityJersey City, NJOakland, CA
Highest paying stateNew JerseyWashington
Best paying companyAppleCiti
Best paying industry-Finance

Differences between transactional specialist and mortgage specialist education

There are a few differences between a transactional specialist and a mortgage specialist in terms of educational background:

Transactional SpecialistMortgage Specialist
Most common degreeBachelor's Degree, 50%Bachelor's Degree, 55%
Most common majorBusinessBusiness
Most common college-University of Pennsylvania

Transactional specialist vs mortgage specialist demographics

Here are the differences between transactional specialists' and mortgage specialists' demographics:

Transactional SpecialistMortgage Specialist
Average age4042
Gender ratioMale, 31.8% Female, 68.2%Male, 39.3% Female, 60.7%
Race ratioBlack or African American, 11.2% Unknown, 5.0% Hispanic or Latino, 20.1% Asian, 7.9% White, 55.2% American Indian and Alaska Native, 0.6%Black or African American, 13.3% Unknown, 4.4% Hispanic or Latino, 14.2% Asian, 7.5% White, 60.2% American Indian and Alaska Native, 0.4%
LGBT Percentage7%7%

Differences between transactional specialist and mortgage specialist duties and responsibilities

Transactional specialist example responsibilities.

  • Manage A/R and financial functions for large automotive global account, generating annual revenues in excess of $100M/contract year.
  • Provide support to internal departments on ACH issues.
  • Develop spreadsheets for GL accounts; write balancing procedures for both ATM GL's including the weekly statement account balancing.
  • Identify cross-sell opportunities during customer interaction.
  • Serve as ATM custodian and commercial depository custodian.
  • Maintain patient confidentiality while ensuring any release of information requests are HIPAA compliant.
  • Show more

Mortgage specialist example responsibilities.

  • Manage internal team SharePoint and document repository.
  • Time management and organization skills to effectively prioritize multiple objectives and achieve volume goals.
  • Work due diligence and process loans per FHLMC guidelines on conventional, USDA, FHA/VA and CHFA/DAP loans.
  • Advise clients with mortgage needs by providing information regarding traditional and government programs, including USVA, FHA and VA loans.
  • Review HUD-1's to confirm fees and charges with initial GFE and RESPA compliance, order wire and provide funding approval.
  • Maintain a working knowledge of FDCPA and RESPA guidelines.
  • Show more

Transactional specialist vs mortgage specialist skills

Common transactional specialist skills
  • Real Estate, 12%
  • Customer Relationships, 9%
  • Customer Satisfaction, 8%
  • Cash Flow Analysis, 8%
  • Cash Handling, 7%
  • Financial Analysis, 7%
Common mortgage specialist skills
  • Customer Service, 22%
  • Residential Mortgage Loans, 6%
  • Origination, 6%
  • FHA, 5%
  • Va, 5%
  • Loan Applications, 4%

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