Job Description

Part-Time Intake & Administrative Specialist

Job Type: Part-Time (25 hours per week)

Work Hours: Monday to Friday, 10:00 AM to 3:00 PM Pacific Time

Salary: $760/m

Job Overview:

We are seeking a detail-oriented and proactive Intake & Administrative Specialist to serve as the first point of contact for prospective clients while supporting day-to-day administrative and operational functions of the business. This role involves engaging with leads, conducting initial intake calls, collecting accurate client information, and scheduling follow-up appointments with the Loan Specialist team.

In addition to managing lead interactions, the successful candidate will assist with client follow-ups, proposal preparation, document management, CRM administration, internal reporting, employee onboarding support, and general administrative coordination. The ideal candidate has strong communication ...