Loss Mitigation Intake Coordinator

TEKsystems•San Diego, CA

4d•$23 - $23•Onsite

About The Position

In this role, you’ll help customers who are going through financial challenges by guiding them through the first steps of the loss mitigation process. You’ll be a key part of the team, making sure everything starts off smoothly and efficiently while providing a supportive and positive experience for customers.

Requirements

Financial information and applications
Supporting documentation
Complete loan workout packages
Loss mitigation programs
Internal systems
Company guidelines
Regulatory requirements
Customer interactions and documentation
Clear and accurate information
Investor, insurer, and regulatory guidelines
Company information security policies

Nice To Haves

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.
Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.

Responsibilities

Review and collect important documents from customers, such as financial information and applications
Request and gather supporting documentation to create complete loan workout packages within required timeframes
Help determine if customers may qualify for loss mitigation programs and ensure applications are complete
Enter and upload documents into internal systems to keep files organized and accessible
Follow up on missing information to keep the review process moving on time
Carefully review files to ensure they meet company guidelines and regulatory requirements
Maintain accurate and up-to-date records of customer interactions and documentation
Provide friendly, responsive, and professional service to customers
Answer questions, address concerns, and guide customers through the process step by step
Share clear and accurate information and follow up on any outstanding needs
Work closely with the Loss Mitigation team to ensure a smooth and efficient process
Support team members and help keep daily operations running effectively
Assist with administrative tasks like mailings and front desk support when needed
Communicate updates and escalate issues to management when necessary
Ensure all work follows investor, insurer, and regulatory guidelines
Help protect customers by ensuring foreclosure activity is paused while they’re being reviewed for options
Stay up to date on industry regulations and suggest improvements to processes or systems
Participate in projects and activities that help improve team performance
Follow company information security policies and keep internal tracking updated