Remote Mortgage Loan Intake Processor

🌟 Join a Movement, Not Just a Mortgage Team

Imagine waking up each morning with a sense of purpose, not just because you have a job to do, but because you're part of a forward-thinking team transforming the mortgage world. It means working as a Remote Mortgage Loan Intake Processor in our dynamic, fully virtual environment. We're reimagining loan processing with an infusion of creativity, cutting-edge technology, and an obsession with customer delight.

We began our journey with a vision: make the loan intake process not just efficient, but delightful—both for the borrower and the team. No more paper trails, no more clunky systems. Just sleek tech, smart workflows, and a powerhouse team with a shared goal: streamline every step of the mortgage journey.

And here you are, possibly our next creative thinker, problem-solver, and mortgage trailblazer.

🛠 What You'll Be Rockin' Daily

🎯 Intake with Impact

• Serve as the first point of contact in the digital loan intake process.
• Collect, review, and organize borrower documentation with a keen eye for detail.
• Validate the accuracy of submitted materials before handing them off to underwriters.
• Initiate credit checks and verify employment history using secure portals.

📚 Communicate Like a Pro

• Maintain consistent, clear communication with borrowers, loan officers, and underwriters.
• Provide updates and documentation checklists to clients in a friendly, approachable tone.
• Coordinate virtual follow-ups for missing or incomplete paperwork.

🔍 Quality is Queen (or King)

• Flag inconsistencies or risks early in the process to prevent downstream delays.
• Follow established compliance protocols to ensure all documentation meets regulatory standards.
• Log all activities and communications in cloud-based loan origination systems (LOS).

🏠 Your Remote Environment

You won’t be tethered to a cubicle or constantly dodging coffee spills in a crowded office. Instead, you’ll operate from the comfort of your favorite workspace—your minimalist home office, sunroom nook, or even that café with killer chai lattes. You're golden as long as your Wi-Fi is solid and your focus is laser-sharp.

We believe in flexibility with accountability. Morning check-ins, collaborative cloud tools, and virtual stand-ups keep us aligned—no micromanaging—just trust, transparency, and teamwork.

🔧 Tools That Keep You Awesome

Your tech toolbox will be loaded with user-friendly, innovative platforms designed to reduce stress and increase productivity:

• Cloud-based LOS (Loan Origination Systems)
• Secure document management platforms
• Digital e-signature tools
• Communication apps (Slack, Zoom, email, you name it)
• Task management software for daily priorities

🧠 You, the Unicorn We're Seeking

You're not just organized—you’re obsessively detail-oriented. But you’re also the kind of person who can laugh during a video call, troubleshoot a digital hiccup, and empathize with a stressed-out borrower—all before lunchtime.

🚀 Must-Haves

• Previous experience in mortgage loan processing, intake, or financial documentation
• Proficiency in digital tools and document portals
• Strong communication and interpersonal skills
• Capacity to stay engaged and efficient within a remote setting
• Adept at handling confidential borrower information with discretion

🌈 Nice-to-Haves

• Experience with Encompass, Calyx Point, or other LOS platforms
• Knowledge of compliance protocols and document standards
• Multilingual abilities (we love global communicators!)
• Creative problem-solving skills when things get sticky

🌱 Growth: It’s Not Just a Buzzword

We don’t do dead ends. If you join us as a Mortgage Loan Intake Processor, your journey can take multiple directions—from senior intake roles to underwriting or compliance specialization. You’ll get mentorship, ongoing training, and the chance to be involved in cross-functional projects that keep your brain happily buzzing.

We champion innovation, celebrate small wins, and reward big ideas. Got a clever automation idea for document tracking? Pitch it. Want to lead a virtual workshop on intake best practices? Let’s get it on the calendar.

💰 Your Take-Home Motivation

• Annual salary: $44,565
• Performance-based bonuses
• Flexible working hours
• Paid time off (because R&R matters)
• Virtual wellness programs and tech stipends

🧲 Why This Role is Magnetic

Mortgage processing isn't what it used to be—thank goodness. This role allows you to fuse structure with imagination. You're not a paper pusher; you're a process enhancer. You're not just checking boxes; you're building trust with borrowers, making one of their life's most important financial decisions.

In short, you make things happen—and better.

🗣️ A Few Final Words From Our Future-You

“I love how I’m encouraged to think critically, speak up in virtual huddles, and constantly innovate how we handle intake. It’s not just a job—it’s a digital playground for mortgage nerds like me who want to shake things up.”

Sounds like your kind of place?

🔥 Ready to Ignite Your Next Chapter?

There’s never been a better time to be part of the mortgage revolution. If you’re passionate about creating a seamless, smarter loan experience and doing it from anywhere in the world, hit that apply button like it owes you money.

Your future team is cheering you on. Let’s make loan magic happen—together.