Intake Coordinator

Overview

At MOVE Your Biz, we are seeking a highly organized and detail-oriented Intake Coordinator to join our team. This role is responsible for managing the initial stages of client intake, ensuring that all documentation is accurately collected, reviewed, and processed.

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.

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.

Salary: $750 - $850 per month, plus a $50 allowance.