Intake Specialist Wanted - Join a Growing Team at NFDA!

ntake Specialist Wanted – Join a Growing Team at NFDA!

Are you a motivated individual who thrives in a fast-paced, client-focused environment?

The National Foreclosure Defense Advocates (NFDA) is expanding and looking for Intake Specialists—both entry-level and experienced professionals—to join our growing advocacy team in Santa Ana, CA.

About the Role:

As an Intake Specialist, you’ll be the first point of contact for homeowners seeking guidance and protection during financial hardship. You’ll help screen client cases, collect information, and coordinate with our legal and advocacy teams to ensure every client receives the support they deserve.

Responsibilities:

Conduct initial client intakes via phone or in-person

Collect and organize documentation for attorney and advocate review

Communicate case updates and maintain CRM records

Work collaboratively with attorneys, advocates, and paralegals

Qualifications:

Strong communication and organization skills

Compassionate and professional phone demeanor

Ability to work with sensitive information

Entry-level candidates: Training provided

Seasoned candidates: Experience in legal intake, mortgage, or foreclosure assistance preferred

What We Offer:

Competitive performance-based pay (commission only)

Ongoing training and mentorship

Growth opportunities within a structured advocacy organization

Supportive and mission-driven work environment