Intake Specialist

Location

Washington

Posted

59 days ago

Salary

$15 - $18 / hour

Seniority

Mid Level

2 yrs expEnglish

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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