Mortgage Intake Specialist - Asheboro, North Carolina

Mortgage Intake Specialist

Here at Atlantic Bay, we focus on genuinely caring for both our customers and team. We pride ourselves on being adaptable and energetic, especially in fast-paced environments! Our goal is to continuously inspire growth, for each of our team members to reach their goals and aspirations, all the while having fun. We're in the business of lending peace of mind, whenever, wherever, however.

Atlantic Bay Mortgage Group, recently voted #1 in the nation as the best large mortgage company to work for by National Mortgage News, is seeking a Mortgage Intake Specialist to join our Asheboro, North Carolina team. This position handles the high-volume administrative and borrower support work that accompanies every lead.

What you'll be doing:

• Tracking all new completed and incomplete loan applications received daily and following up with borrowers to assist them.
• Reviewing applications for completeness and accuracy to ensure all documentation is received before the Mortgage Banker reviews for pre-approval.
• Contacting new leads promptly after application submission.
• Responsible for verifying employment history, residence history, assets, liabilities, and income.
• Serving as the first point of contact for new borrowers by answering general mortgage process questions, collecting required documentation, and helping borrowers locate and upload documents to the portal.
• Creating and maintaining digital borrower files.
• Pulling credit reports and preparing credit improvement plans for the Mortgage Banker to review prior to following up with the borrower.
• Maintaining and updating the pre-approval tracking list and following up with pre-approved clients regularly.
• Connecting borrowers with homeowner's insurance agents when requested and collecting insurance information.
• Assisting Pipeline Manager with initial disclosures, file setup, outstanding documentation and communication with processing.
• Tracking and monitoring outstanding documents and loan conditions to ensure items are completed in a timely manner.
• Assisting Mortgage Banker with scheduling appointments, calendar management, correspondences, and daily task management.
• Preparing closing gifts for realtors.
• Assisting with event planning and coordination to include assisting at realtor events, client appreciation events, attending open houses when needed, and ordering marketing supplies.
• Providing daily report updates to the Mortgage Banker.
• Serving as the gatekeeper to the Mortgage Banker's database and regularly maintaining it with new client information.
• Creating standardized email templates and standard operating procedures to help improve efficiency through process documentation.
• Performing other duties as assigned.

What you'll bring:

• At least 3 - 5 years of experience in the mortgage industry
• Strong processing or underwriting experience preferred
• Excellent verbal and written communication skills
• Strong problem-solving and relationship management skills
• Ability to organize, be detail-oriented, and prioritize in a fast-paced environment
• Ability to collaborate and work with all levels and varying positions of staff
• Knowledge of Microsoft Office products (i.e. Outlook, Word, Excel, and PowerPoint)

Perks

Atlantic Bay offers a dynamic benefits package that includes a competitive base salary, eligibility for monthly bonuses, health insurance, 401(k), PTO, paid volunteer time and your birthday off with pay! Who doesn't love that!

If you have a passion for helping people lead their best life;
Come ride the wave home to Atlantic Bay!

#Grow With Us  #Work Life Balance

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.