Mortgage Intervention Specialist
Job Description
Job Description
We are seeking a compassionate and detail-oriented Mortgage Intervention Specialist . This role is responsible for proactively engaging with borrowers who are experiencing financial hardship, helping them navigate available mortgage assistance options, and working toward sustainable solutions that prevent foreclosure.
Key ResponsibilitiesInitiate and manage outreach to delinquent borrowers to assess financial situations and offer support.
Educate customers on available loss mitigation options including forbearance, repayment plans, loan modifications, and other assistance programs.
Collect and review financial documentation to determine eligibility for mortgage assistance programs.
Serve as a liaison between borrowers and internal departments to ensure timely resolution of accounts.
Maintain accurate records of borrower interactions and case progress in servicing systems.
Ensure compliance with federal, state, and investor guidelines throughout the intervention process.
Provide empathetic, solution-focused customer service to borrowers in distress.
High school diploma or equivalent required; associate or bachelor’s degree in finance, business, or related field preferred.
2+ years of experience in mortgage servicing, collections, or customer support.
Strong understanding of mortgage products, delinquency processes, and loss mitigation options.
Excellent communication, negotiation, and interpersonal skills.
Ability to handle sensitive situations with professionalism and empathy.
Proficiency in loan servicing systems and Microsoft Office Suite.
Familiarity with FHA, VA, Fannie Mae, and Freddie Mac guidelines.
Experience working in a call center or high-volume customer service environment.
- The California Fair Chance Act
- Los Angeles City Fair Chance Ordinance
- Los Angeles County Fair Chance Ordinance for Employers
- San Francisco Fair Chance Ordinance
Massachusetts Candidates Only: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
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