Intake Coordinator

The Intake Coordinator is responsible for managing the initial stages of client intake, ensuring that all documentation is accurately collected, reviewed, and processed. This role involves verifying information, communicating with borrowers, managing emails, and supporting various administrative tasks. The ideal candidate will have excellent organizational skills, attention to detail, and strong communication abilities to facilitate smooth and efficient operations.

>Key Responsibilities:
Documentation Management:
Log into DocuSign to review and save credit authorizations and term sheets to the appropriate platforms and servers.
Verify accuracy of borrower information and reach out for corrections when necessary.
Prepare term sheets, obtain manager approval, and send finalized versions to borrowers or brokers.

Scenario Evaluation & Approval:
Conduct sizing analyses to ensure scenarios meet approval criteria.
Collaborate with internal teams to refine and obtain approvable scenarios before term sheet issuance.


Email & Communication Management:
Review and manage daily email correspondence, ensuring timely and accurate responses.
Maintain real-time communication with borrowers and brokers through email, calls, and texts.
Provide updates and follow-ups on missing documents, appraisals, and other required information.

Appraisal Coordination:
Order appraisals and ensure documents are uploaded to the Appraisal Management Company (AMC) system.
Follow up with borrowers or brokers if appraisal documentation is incomplete.

General Support:
Handle inbound calls, including borrower inquiries, and provide accurate information and assistance.
Support the team with general administrative tasks as needed.

Product Knowledge & Education:
Maintain up-to-date knowledge of company products and services to effectively assist borrowers.
Provide insights and educational support to clients regarding processes and requirements.

Ad hoc:
Perform ad hoc tasks as needed.

>Requirements & Qualifications:
Minimum of 2-3 years of experience in an intake, customer service, or administrative role.
Strong organizational and time-management skills.
Excellent communication and interpersonal abilities.
Proficiency in using DocuSign and cloud storage platforms.
Familiarity with email management and real-time communication tools.
Ability to handle sensitive information with confidentiality and professionalism.
Working hours: Monday to Friday between 8:00 AM to 5 PM Central Standard Time (CST)

>Preferred Qualifications:
Bachelor’s degree in Business, Finance, or a related field.
Experience in loan processing or financial services.
Knowledge of appraisal processes and document verification.
Familiarity with CRM or intake management software.

Next steps:
As part of our hiring process, we kindly request you to complete a DISC personality test before your scheduled interview. This test will help us better understand your personality and ensure alignment with the requirements of the position.

Please take the test using the following link: www.123test.com/disc-personality-test/

Please submit the result of the DISC personality test and an updated copy of your RESUME to this email: beth@lawcoaching.com
Subject line: Intake Coordinator
Also, kindly share your proficiency or years of experience with the following:
- Client Intake
- Customer Service
- Lending/Real Estate Industry

Ensure that the resume is in PDF format.
Do not forget to provide a link to your profile on Onlinejobs.ph