Bilingual Mortgage Intake Specialist

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 Bilingual Mortgage Intake Specialist to join our Asheboro, North Carolina team.

About the role

This position handles the high-volume administrative and borrower support work that accompanies every lead.

Responsibilities

• Track all new completed and incomplete loan applications received daily and follow up with borrowers to assist them.
• Review applications for completeness and accuracy to ensure all documentation is received before the Mortgage Banker reviews for pre-approval.
• Contact new leads promptly after application submission.
• Verify employment history, residence history, assets, liabilities, and income.
• Serve 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.
• Create and maintain digital borrower files.
• Pull credit reports and prepare credit improvement plans for the Mortgage Banker to review prior to following up with the borrower.
• Maintain and update the pre-approval tracking list and follow up with pre-approved clients regularly.
• Connect borrowers with homeowner's insurance agents when requested and collect insurance information.
• Assist Pipeline Manager with initial disclosures, file setup, outstanding documentation and communication with processing.
• Track and monitor outstanding documents and loan conditions to ensure items are completed in a timely manner.
• Assist Mortgage Banker with scheduling appointments, calendar management, correspondences, and daily task management.
• Prepare closing gifts for realtors.
• Assist with event planning and coordination to include assisting at realtor events, client appreciation events, attending open houses when needed, and ordering marketing supplies.
• Provide daily report updates to the Mortgage Banker.
• Serve as the gatekeeper to the Mortgage Banker's database and regularly maintain it with new client information.
• Create standardized email templates and standard operating procedures to help improve efficiency through process documentation.
• Perform other duties as assigned.

Requirements

• At least 3 - 5 years of experience in the mortgage industry
• Must be bilingual and fluent in Spanish
• 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)

Benefits

• Competitive base salary
• Eligibility for monthly bonuses
• Health insurance
• 401(k)
• PTO
• Paid volunteer time
• Birthday off with pay