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.

Benefits:

• Competitive salary
• Strong support system
• Salary increase starting on your first year of employment (only for full-time roles | based on performance)
• Monthly Performance Incentive (only for full-time roles | based on given metrics |can range from $40 - $50)
• Health benefit ($30/month)
• No computer activity monitoring
• Training materials for upskilling provided
• Paid holiday leaves (depending on the holidays that the client observes)
• Paid sick leaves (sick leave convertible to cash if perfect attendance)
• Paid planned leaves
• 13th month pay
• Allowance for SSS and Pag-ibig contribution ($20/month)
  
  
  

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:

• Bachelors 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.
  
  
  

Job Type: Full-time

Pay: $750 - $850 + $50 Allowance per month

Note: This role is only available to candidates from the Philippine and Kosovo.