Financial Transaction Coordinator

Company Description

Stone Financial is a specialized loan brokerage firm and the lending arm of Stone Commercial Real Estate, dedicated to serving Quick Service Restaurant (QSR) brands and franchisees, as well as a wide range of non-QSR businesses across the country. Stone Financial exists to solve one of the most time-consuming challenges in business growth — securing the right financing for client locations nationwide.

Navigating the full landscape of lending solutions on behalf of clients, Stone Financial works across SBA loans, conventional business lending, and alternative financing options, ensuring every client has access to the most competitive and suitable funding available for their needs.

What sets Stone Financial apart is a commitment to a true white-glove experience. The team takes the lending process entirely off clients' plates — managing the details, timelines, and coordination so clients can stay focused on building their brand and executing on their goals.

Stone Financial doesn't just connect clients with a loan — the team serves as a dedicated financial partner, so clients can focus on what they do best.

Job Description

Stone Financial is seeking a highly organized, detail-oriented Financial Transaction Coordinator to join our growing team in Newport Beach, CA. In this role, you will serve as a critical operational link within our lending division — responsible for the tracking, organization, and timely relay of all relevant and necessary information to the Stone Financial Director of Finance. Your work will directly support the seamless execution of Stone Financial’s loan processes on behalf of our clients and lending partners.

This is an ideal role for a professional who thrives in fast-paced financial environments, excels at managing multiple concurrent transactions, and communicates clearly and proactively with senior leadership and external stakeholders.

Responsibilities

▸ Transaction Tracking: Monitor and maintain accurate, up-to-date records on all active loan transactions throughout each stage of the loan process — from application through closing and funding.

▸ Information Relay: Serve as the primary conduit of timely and relevant loan process information to the Director of Finance, ensuring leadership has full visibility into pipeline status, outstanding conditions, and critical deadlines.

▸ Documentation & Organization: Compile, organize, and manage all transaction-related documentation — including loan applications, disclosures, title reports, appraisals, and closing packages — ensuring files are complete, accurate, and compliance-ready at all times.

▸ Client Coordination: Communicate professionally with clients to gather required information, confirm

milestones, and keep all parties aligned throughout the loan lifecycle.

▸ Pipeline Reporting: Prepare and deliver regular pipeline status updates, briefings, and transaction

summaries for the Director of Finance, highlighting upcoming deadlines, escalations, and action items.

▸ Process Compliance: Ensure all loan transactions adhere to applicable federal and state lending

regulations and internal Stone Financial policies and procedures.

▸ Issue Resolution: Proactively identify transaction deficiencies or delays, escalate appropriately, and

coordinate with relevant parties to resolve issues in a timely manner.

▸ Administrative Support: Assist the Director of Finance and loan operations team with administrative functions as needed to support the overall efficiency of Stone Financial’s lending operations.

Required Qualifications

▸ Exceptional organizational skills with the ability to manage a high volume of concurrent transactions without sacrificing accuracy.

▸ Excellent written and verbal communication skills; ability to clearly and concisely relay information to senior leadership and external parties.

▸ Proficiency in Microsoft Office Suite (Outlook, Excel, Word) and Google Suite (Google Sheets, Docs, Drive, etc.).

▸ High level of attention to detail and commitment to accuracy and compliance.

▸ Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment.

Compensation Structure

▸ Base Pay: $25–35 per hour, based on experience. Full-time role with an expectation of 40 hours

per week.

▸ Closing Bonus: $200 incentive bonus for each lending file closed.

▸ Performance Bonus: Additional bonus incentive included based on overall performance.