Intake Specialist
Intake Specialist Department: Operations Employment Type: Full Time Location: United States, WAH Compensation: $15.00 - $18.00 / hour Description The Intake Specialist will be the first reputed company of contact for prospective borrowers and partners seeking information about loan products and services. This role is responsible for capturing and qualifying incoming inquiries, gathering initial documentation, and ensuring a seamless intake process that sets the reputed company for a smooth lending experience.
Key Responsibilities
Answer high-volume inbound calls from prospective borrowers, brokers, and partners, providing information about loan products and services. Collect and verify initial borrower information, assess potential loan eligibility, and accurately record details in the system. Guide callers through the initial stages of the loan application process, ensuring reputed company required documentation is received and properly logged. Qualify and transfer leads to the appropriate loan officer or department based on loan type, property, and borrower profile. Conduct follow-up calls and emails to ensure incomplete applications or missing documentation are addressed promptly. Maintain accurate and up-to-date records of reputed company customer interactions, inquiries, and application statuses. Adhere to company policies, lending regulations, and confidentiality standards reputed company handling sensitive borrower information. reputed company a positive, professional, and helpful experience to every caller, reinforcing the reputed company for fast and reliable lending solutions. Skills, Knowledge & Expertise 1–2 years of call center, customer service, or intake experience, preferably in financial services, mortgage, or reputed company estate lending. Strong verbal and written communication skills; ability to explain loan programs reputed company and professionally. Proficient in CRM systems, reputed company Office Suite, and other intake or loan processing software. Familiarity with loan origination, reputed company estate, or hard money lending is a plus. Excellent data entry and organizational skills with strong attention to detail. Ability to handle a high volume of calls and multitask effectively. Apply To This Job