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Button Finance, Inc.

Intake Specialist

Career Insights for Credit / Loan Counselor

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Based on California data

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What they do

A Credit or Loan Counselor advises and educates individuals or organizations on acquiring and managing debt or qualifying for traditional loans. Guidance may include determining the best type of loan and explaining loan requirements or restrictions. May help develop debt management or credit issue plans. Can provide budget, mortgage or bankruptcy counseling.

$50,150 / year median in California

-14% projected decline

Explore Career

Job Description

Intake Specialist Build a Career in Mortgage Lending with
Button Finance Schedule:
Full-Time, In Office Pay:
Starting at $20.00/hour + Performance Bonuses Looking for more than just another call center job? At Button Finance, we don't just hire employees, we develop future mortgage professionals. We're looking for motivated individuals who enjoy talking with people, thrive in a fast-paced environment, and want to build a long-term career. Whether you already have call center experience or you're looking to break into the mortgage industry, we'll provide the training, coaching, and support you need to succeed. Many of our team members choose to grow into licensed Mortgage Loan Officers, and we cover the cost of your education, licensing, and testing. If you're happy building a career as an Intake Specialist, that's great too, we value long-term team members in every role. Benefits 401k Health Insurance Paid Holidays, Vacation and Sick days What You'll Do Handle a high volume of inbound and outbound calls with homeowners who have requested loan information online Verify customer information and provide a friendly first impression of Button Finance Identify qualified opportunities and transfer them to a licensed Loan Officer Accurately document customer interactions in our CRM Learn our proven call process while developing your own natural communication style Meet daily performance goals while maintaining excellent customer service What We're Looking For We're looking for someone who is: Friendly, professional, and confident on the phone Comfortable working in a fast-paced, goal-oriented environment Coachable and eager to improve every day Reliable with excellent attendance and punctuality Motivated by personal growth and career advancement Preferred Experience One or more of the following is a plus: Call center experience Customer service Appointment setting Inside sales Collections Mortgage, banking, or financial services No mortgage experience? No problem, we'll teach you. Why Button Finance? Starting pay of $20/hour Performance-based bonus opportunities Paid training and ongoing coaching Clear career path into Mortgage Loan Origination Company-paid mortgage education, licensing, and testing Opportunities for advancement as our company continues to grow Work with one of the fastest-growing lenders specializing in Home Equity Loans (HELOANs) and Home Equity Lines of Credit (HELOCs) Who Will Be Successful Here? The people who excel in this role enjoy talking with customers, are competitive, take coaching well, and bring positive energy to every conversation. If you're looking for a company that invests in your future and rewards hard work, we'd love to meet you. Apply today and start building your career with Button Finance.
Job Type:
Full-time Pay:
From $20.00 per hour
Benefits:
Paid training Ability to
Commute:
Santa Ana, CA 92705 (Required) Ability to
Relocate:
Santa Ana, CA 92705: Relocate before starting work (Required)
Work Location:
In person