Overview

As a Sales Assistant, your number one customer is the Loan Officer and will be assisting them from the beginning of the application to closing. You will be working closely with processors and the applicants throughout the entire loan process. To succeed in this role, you will need to create raving fans by having strong communication skills and be passionate about providing an excellent customer experience. At PRMG, we believe in cultivating a family like work environment where our company culture is known for its casual, yet professional, team-oriented setting.

PRMG offers competitive compensation and benefits (medical, dental, vision, 401k, holidays, two weeks’ vacation, five sick days, and access to our employee discount programs) for our full-time employees. PRMG is looking for like-minded passionate individuals to join our team. If you are interested in taking the next step in your career, apply now!

Responsibilities 

• Answer Phones
• Take Applications 
• Set appointments with realtors (outbound calling) and prospects 
• Manage Branch Manager e-mail
• Pre-Approve buyers, structure deals
• Collect initial docs from prospects and assist collecting conditions from borrowers
• Put Out Fires
• Manage Branch Manager CRM
• Set-up appreciation events
• Send out gifts
• Send out hand written letters
• Help with marketing to database - including sending texts
• Run errands
• Video marketing / Social Media
• Administrative Support - scan docs, submit expense reports, manage branch vendor relationships

Skills

• Ability to make sound judgements on the resolution of service, credit decision, funding, and post close issues.
• Ability to problem solve and exercise independent judgment while displaying a high degree of initiative.
• Ability to handle detailed assignments and maintain confidentiality. 
• Exellent communiation and interpersonal skills
• Organizational skills necessary to prioritize workload and delegate responsibility. 

Travel 

• May be required

Essential Job Functions: 

• Organization: Develops and implements strategies, satisfying customer needs through a full array of products and services.
• Coordination: Uses judgment and discretion to ensure uninterrupted flow of business. 
• Communication: Communicates well verbally and in writing with co-workers and customers acting as liaison between customer and Company’s internal departments to ensure cohesive business flow. 
• Equipment: Uses such office equipment as computer terminals, copiers, and FAX machines. 
• Physical: Sits and stands for extended time periods. Hearing and vision within normal ranges. Must devote substantially more than 50 percent of working hours outside of any Company office, home office, and any other fixed site, meeting with customers and potential customers seeking residential mortgage financing. 

Responsibilities

• Manages all clerical tasks necessary to facilitate timely loan closings on behalf and as directed by manager. The duties for the Assistant include, but are not limited to, those described below
• Have a current, valid NMLS appointment and appropriate State licensing in good standing
• Assigns loan files
• Maintains document mailing/conversation log in LOS as directed
• Splits and stacks loan docs
• Provides overflow doc drawing support as needed or directed by supervisor
• Departmental filing
• Performs variety of PTF functions including but not limited to VOE, VOM, VOD
• Other duties as assigned

Qualifications

• Minimum one to two years of operations and drawing loan docs (or comparable experience)
• Strong interpersonal-communication and business-relationship skills.
• Detail oriented with strong organizational and follow-through skills.
• Excellent analytical, written communication and verbal communication skills.
• Technologically proficient
• High school diploma or equivalent

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