Located in Ocala, FL
Pay: $17.00/hour
Job Full Description
Part-Time Intake & Operations Coordinator
Location: Ocala, FL (In-Person)
Pay: $17.00/hour
Schedule: Monday–Friday | 10:00 AM – 3:00 PM (25 Hours/Week)
Join a Growing Team Where Your Work Truly Matters
We're a rapidly expanding residential and commercial mortgage company seeking a highly organized, dependable, and proactive Intake & Operations Coordinator to help keep our business running smoothly. This is more than a typical administrative role. You'll be a key part of the client experience, operational workflow, and daily office functions that drive our success. If you're someone who enjoys staying organized, solving problems, supporting a team, and taking pride in your work, we'd love to meet you. For the right person, this position offers a clear path for growth into a full-time opportunity.
What You'll Be Responsible For
Client Intake & Customer Support
- Serve as the first point of contact for incoming clients
- Gather and organize personal and financial information
- Guide clients through processes and next steps
- Maintain professional, friendly, and timely communication
- Create a positive first impression of our company
Loan & File Processing
- Enter and maintain loan application data, including 1003 applications
- Review documents for completeness and accuracy
- Monitor file progress and identify issues before they become delays
- Maintain organized and compliant client records
Mailroom & Logistics Operations
- Process incoming and outgoing mail, packages, and deliveries
- Prepare overnight shipments and courier services
- Track shipments and maintain accurate records
- Handle confidential documents with care and urgency
- Operate office equipment including scanners, postage systems, and copiers
- Maintain organized mailroom, storage, and supply areas
Administrative & Office Support
- Coordinate schedules, appointments, and calendars
- Draft emails, letters, and internal communications
- Maintain digital and physical filing systems
- Support leadership and team projects as needed
- Assist with daily office workflow and organization
Billing & Operations Support
- Prepare and distribute invoices
- Track payments and assist with collections follow-up
- Support basic accounting and reporting functions
- Ensure billing records are accurate and properly documented
Office Appearance & Team Support
- Help maintain a clean, professional, and welcoming office environment
- Assist with routine office upkeep and organization
- Ensure shared spaces remain presentable for clients and staff
- Pitch in wherever needed to support the team
We believe a great workplace is everyone's responsibility, and we take pride in maintaining an environment that reflects our professionalism.
What We're Looking For
Required Qualifications
✔ Strong computer skills (required)
✔ Typing speed of 40+ WPM with accuracy
✔ High school diploma or equivalent
✔ Strong attention to detail and organizational skills
✔ Ability to work independently and manage multiple responsibilities
✔ Excellent written and verbal communication skills
Preferred Experience
- Administrative, intake, office support, or customer service experience
- Mailroom, logistics, or document management experience
- Mortgage, banking, or lending industry experience
- Experience handling confidential information
The Ideal Candidate
You are:
- Organized, dependable, and detail-oriented
- Self-motivated and proactive
- Comfortable balancing client-facing and operational responsibilities
- Tech-savvy and quick to learn new systems
- Reliable with confidential information
- Able to stay focused and productive in a fast-paced environment
- Someone who takes ownership and follows through
Bonus Qualifications
- Experience with 1003 Loan Applications
- Bilingual (English/Spanish) — Additional compensation available
- Experience in mortgage, banking, or financial services
- Experience in high-performance or fast-paced office environments
Growth Opportunity
We're looking for someone who wants more than just a job. Strong performers will have the opportunity to grow into a full-time role as our company continues to expand.
Why You'll Love This Role
- Consistent weekday schedule
- Opportunity for career growth
- Varied responsibilities that keep your day engaging
- Team-oriented environment
- Make a real impact on company success
- Gain valuable experience in the mortgage and financial services industry
Ready to Apply?
How to Apply
- Email your resume to: Devin.Sias@ExpressPros.com
- Apply online at: ExpressPros.com/Ocala
- Call: 352-867-8055
- Visit Us:
1005 SW 10th St, Suite 102
Ocala, FL 34471
Referral Bonus Opportunity!
Know someone who would be a great fit? Refer them!
Earn $100–$500 per referral once your referral works 40+ hours.
The more successful referrals you make, the more you can earn!
Ocala, FL
1281
1005 Southwest 10th Street
Ocala, FL 34471
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