Loss Mitigation Intake Coordinator

Guild Mortgage•San Diego, CA

6d•$19 - $26•Onsite

About The Position

The Loss Mitigation Intake Coordinator plays an important role in the organization by performing a number of administrative tasks directly related to the company's Loss Mitigation functions. The role is primarily responsible for managing the initial intake process for customers seeking loss mitigation assistance. This role involves gathering and reviewing financial documents, supporting documentation, and written or verbal applications in assessing customer eligibility for various loss mitigation programs and determining application completion for customers in financial distress. The coordinator conducts timely, accurate, and compliant reviews of files by investor guidelines and National Servicing Standards. The coordinator will work closely with the Loss Mitigation team and support the more experienced staff in various duties to ensure a smooth and efficient process for the department as well as for customers.

Requirements

High school diploma, or equivalent required.
Minimum one year experience in Loss Mitigation, mortgage servicing or related field.
Ability to work well independently or within a team.
Must be able to handle confidential matters with discretion.
Analytical skills, strong problem-solving skills, and accurate data entry.
Excellent verbal and written communication skills
Highly organized and detail-oriented; ability to work in a fast-paced, metrics-driven environment required.
Proficiency in Microsoft Office Suite, Word, Excel, Wiki, collaborative cloud-based programs, and third-party software applications required.

Nice To Haves

Degree in finance, business, or related is preferred.

Responsibilities

Request and gather supporting documentation to create complete loan workout packages within required timeframes, ensuring compliance with investor, insurer, state, federal, and CFPB guidelines.
Enter and upload documents to the BLITZ/AIQ document repository.
Follow up on outstanding issues to ensure the decision process is completed on time and in accordance with regulations and guidelines.
Provide exceptional customer service by promptly responding to inquiries, professionally addressing concerns, and guiding customers through the loss mitigation process.
Provide accurate and complete information to resolve issues and follow up on any outstanding issues or commitments promptly.
Work closely with the Loss Mitigation team to ensure a seamless and efficient process for customers.
Maintain accurate and up-to-date records of customer interactions and documentation.
Ensure compliance with CFPB regulations for customer loss mitigation applications and prevent foreclosure processes while a customer is being evaluated for loss mitigation options.
Communicate effectively with the management team and escalate issues as needed.
Stay current on industry regulations and recommend updates to internal policies, procedures, and systems based on new or changed requirements.
Front desk duties such as assisting with monthly bulk mailings and specialized mailing campaigns.
Follow Guild’s information security policies.
Participate in activities and projects designed to improve business performance.
Properly update any internal tracking.
Perform other duties as assigned.