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Transaction Coordinator

We are seeking a detail-oriented and organized Transaction Coordinator to support our Sales and Operations teams. This role is responsible for managing transactions from documentation creation through funding readiness, ensuring accurate documentation, efficient processing, and a high level of service for our customers and vendor partners.

The Transaction Coordinator plays a key role in driving transactions forward by coordinating with Sales, customers, and third-party partners to gather required information, resolve outstanding items, and ensure deals are fully prepared for funding.

  • Prepare and review contract documentation packages with a high degree of accuracy
  •  Manage and prioritize transactions from documentation through funding readiness
  • Process and coordinate insurance, title, and invoice requests and submissions
  • Track transaction progress and proactively follow up to remove delays and ensure completion
  •  Coordinate with Sales, customers, and vendor partners to obtain required documentation and resolve outstanding items
  • Maintain accurate records and updates within the origination platform, including status changes, notes, pricing, and other key data
  • Partner with Operations to support a smooth transition from funding readiness through funding and post-closing
  • Build and maintain strong relationships with customers and vendor partners
  • Collaborate with internal teams to deliver a smooth and efficient transaction process
  • Identify opportunities for process improvement and support workflow enhancements
  • Perform additional duties and special projects as assigned
  • Associate’s degree with 2+ years of relevant experience, or a bachelor’s degree (or equivalent combination of education and experience)
  • Strong organizational skills with the ability to manage multiple priorities and deadlines
  • High attention to detail and commitment to accuracy
  • Strong communication and relationship-building skills
  • Ability to proactively manage work and solve problems in a fast-paced environment
  • Adaptability and ability to shift priorities as business needs change
  • Self-motivated, team-oriented, and accountable
  • Proficient in Microsoft Office and comfortable working with technology and internal systems
  • Experience in loan processing, documentation, or equipment finance is a plus
  • Location: Hybrid – St. Cloud, MN (regular in-office presence required)
  • Status: Full-time
  • Compensation: $26–$33/hour (based on experience and qualifications)
  • Incentives: Eligible for company profit-sharing tied to company and individual performance
  • Benefits: Medical, dental, and life insurance, PTO, 401(k) employer match, defined benefit plan, tuition reimbursement
  • Applicants must be authorized to work in the U.S. We are unable to sponsor visas at this time.