Mortgage Client Intake Coordinator

Job Description

Job Description

Metroplex Mortgage Services is seeking a Mortgage Client Intake Coordinator to help prospective homebuyers begin the mortgage process and ensure every client receives exceptional service from first contact.

This position is ideal for candidates with experience in customer service, banking, real estate, title, mortgage lending, administrative support, or client relations who enjoy helping people and building relationships.

The role focuses on client communication, lead follow-up, appointment coordination, document collection, and assisting borrowers as they take the next steps toward homeownership.

All inquiries originate from company marketing efforts, referral partners, repeat clients, or existing business relationships. This is not a cold-calling position.

We provide mortgage-specific training and opportunities for long-term career growth within the organization.

Successful team members may advance into Loan Partner, Loan Officer Assistant, Processing, Operations Management, Production, Training, or Leadership roles based on performance, aptitude, and career goals.

This is a full-time, in-office position located at our Tampa office. Health benefits, PTO, and a 401(k) are provided.

Typical annual compensation ranges from $38,000 to $48,000 based on experience and performance.

• Follow up with prospective borrowers who have expressed interest in obtaining mortgage financing

• Communicate with clients by phone, email, and text regarding the mortgage application process

• Schedule appointments and coordinate consultations with loan officers

• Maintain accurate client records within the company CRM system

• Assist borrowers with gathering basic information and documentation needed to begin the loan process

• Provide exceptional customer service throughout the initial stages of the mortgage journey

• Support loan officers and operations staff with client communication and follow-up activities

• Strong customer service and communication skills

• Comfortable speaking with clients by phone, email, and text

• Strong organizational and follow-up abilities

• Ability to accurately maintain information within company systems

• Experience in customer service, banking, mortgage lending, title, real estate, administrative support, or client-facing roles preferred

• Ability to learn mortgage terminology, products, and internal systems

• Commitment to professional growth and long-term career development

Metroplex Mortgage Services, Inc. was founded in 2001 and is an approved USDA, FHA, and VA lender. This strategic focus on government lending has helped position Metroplex as one of the most recognized USDA lenders, earning the USDA’s #1 Lender ranking in Florida.

Metroplex has expanded into the title business and is growing rapidly.

The founder, our President and Chief Legal Officer, brings a unique combination of legal and lending expertise to the business, which informs our proactive and compliance-focused approach.

With a mission centered on education, transparency, and long-term relationship building, we continue to grow as a trusted partner for clients, legal professionals, realtors, and referral partners throughout the communities we serve.