Intake Specialist (7:30am to 4:00pm MST)

Location US-CO-Denver
Document Generation
Full Time


The Intake specialist is responsible for processing borrower document in our Urban Loan Tracking System. . Research borrower documentation; categorize documents according to their appropriate document type, process loans thru the EFAX system


• Perform all Intake functions and meets performance standards
o Sorting FedEx packages
o Wanding FedEx packages
o Reconciling FedEx counts
o Destapling all program types
o Research of Loan/Order ID information in the Loan Tracking System (LTS)
o Scanning of packages in the Imagic system
• Index documents in the Imagic indexing queue based on the client’s document taxonomy guidelines
• Process loans in the Efax queue
• Ship copies of documents via USPS or FedEx
• Ship original documents to the client based on routing rules
• Count, sort, and process mail
• File documents in the File Room in accordance with departmental standards
• Other duties as assigned
• Special Projects as assigned
• Must be able to work overtime as required


• High school diploma or equivalent
• Experience in a fast paced environment requiring attention to detail
• Excellent attention to detail
• Ability to work in a fast paced environment
• Effective communication skills
• Basic math skills
• Intermediate MS Office
• Self-Starter


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