Intake Coordinator
Summary
Coordinates mortgage loan customer intake by contacting leads, gathering details, and passing information to loan officers; entry-level role with on-the-job training.
Position: Intake Coordinator
Department: Branch Specific
Reports To: Branch Manager
Location: 7450 Campus Drive, Suite 200, Colorado Springs, CO 80920
Remote: NO
Exempt: NO
Compensation & Benefits: $ 17-18 per hour plus bonus
Mortgage Solutions of Colorado, LLC d/b/a Mortgage Solutions Financial (“MSF”) offers a comprehensive benefit package and PTO (paid time off) for eligible employees. The benefit package includes Health, Dental and Vision Insurance, options to participate in a Health Savings Account, Flexible Spending Account, Health Reimbursement Arrangement, Life and AD&D coverage, voluntary Supplemental Life, voluntary Short-Term, Long-Term Disability and Supplemental insurance. In addition, eligible employees have the option to participate in a company retirement plan.
About MSF
MSF is a national mortgage lender based in Colorado Springs. MSF strongly believes every client should be served with integrity, dignity, and respect. Without compromise, MSF is committed to providing loans that are in the best interest of our clients, not our bottom line. We will continue to educate the community by empowering our clients to make responsible and informed fiscal decisions that result in greater financial peace of mind.
Role Overview
This position reaches out to mortgage loan customer leads and inputs customer information to pass to a Loan Officer. This position is an integral part of the team, the first point of contact representing MSF and a positive experience to a potential customer. This is a entry level position to being a Loan Officer, MSF is willing to train those interested in growing their career in the mortgage industry.
Essential Duties: In addition to related job duties as assigned, this position will:
- Takes marketing leads and reaches out to potential customers over the phone, timely.
- Provides excellent customer service and positive representation of MSF while taking customers information over the phone.
- Records customers information accurately and professionally