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!

Express Office: Ocala

1005 Southwest 10th Street

Ocala, FL 34471

Email us

Apply Now