Client Intake Specialist

Nationwide Loan Consultants•Pompano Beach, FL

5d•Onsite

About The Position

Nationwide Loan Consultants and Advisors is searching for dynamic, motivated individuals to join their Welcome Team. This role involves handling inbound and outbound calls to guide clients through loan options, meeting department benchmarks, and ensuring an exceptional customer experience. The position requires following scripts, using CRM tools effectively, collaborating with the team, and embracing ongoing coaching. Strong communication skills are essential for building relationships with clients and colleagues.

Requirements

High-Energy & Motivated: You bring enthusiasm, drive, and a competitive spirit to everything you do.
Experience in a call center, sales, or customer service role and know how to engage clients effectively.
Tech-Savvy & Organized: Comfortable using CRM systems and following structured processes.
Detail-Oriented & Reliable: Take pride in accuracy, integrity, and being a dependable team player.
Adaptable & Resilient: Handle pressure with a positive attitude.

Nice To Haves

Bilingual? That’s a Plus! Spanish speakers are encouraged to apply!

Responsibilities

Handle inbound and outbound calls, guiding clients through their loan options with confidence, care, and professionalism.
Consistently hit department benchmarks while ensuring an exceptional customer experience.
Follow scripts and use CRM tools effectively to streamline client interactions and stay compliant.
Work closely with your team and leadership, embracing ongoing coaching to sharpen your skills.
Use strong, clear communication to build relationships with clients and colleagues alike.