Intake Specialist
Location
Washington
Posted
59 days ago
Salary
$15 - $18 / hour
Seniority
Mid Level
Job Description
Intake Specialist
VirtualStaffing
• 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 all 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 all customer interactions, inquiries, and application statuses. • Adhere to company policies, lending regulations, and confidentiality standards when handling sensitive borrower information. • Provide a positive, professional, and helpful experience to every caller, reinforcing the reputation for fast and reliable lending solutions.
Job Requirements
- 1–2 years of call center, customer service, or intake experience, preferably in financial services, mortgage, or real estate lending.
- Strong verbal and written communication skills; ability to explain loan programs clearly and professionally.
- Proficient in CRM systems, Microsoft Office Suite, and other intake or loan processing software.
- Familiarity with loan origination, real 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.
Benefits
- Health insurance
- Retirement plans
- Paid time off
- Flexible work arrangements
- Professional development
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