Regional Business Relations Rep

Looking to start an exciting career in the Mortgage Lending Industry?

Primary Residential Mortgage is currently seeking a qualified candidate for the role of Regional Business Relations Representative

Position purpose - Responsibilities/Duties/Functions/Tasks

The purpose of this position is to train, assist, and provide customer service and support to new and existing branch managers and their employees on company systems, policies, procedures, and workflows.

Responsibilities:

• Act as a liaison between PRMI’s Branch Partners located nationwide and PRMI’s corporate office functions in Salt Lake City
• Work with all Corporate Office departments to facilitate successful loan origination for the Branch Partners
• Maintain regular contact with Branch and Division Managers in assigned region
• Respond promptly to phone calls, emails, and service desk cases from Branch Partners
• Create and provide training for Branch Partners and other PRMI Corporate departments
• Assist with identifying and correcting problem loans in Encompass, Blend, Desktop Underwriter (DU/LP)
• Work with PRMI BizTech team in testing, troubleshooting, and implementation of new plugins, enhancements, and upgrades within PRMI’s tech stack
• Provide outstanding customer service, customer experience, and complaint resolution
• Assist in the onboarding/offboarding process of new Branches in support of the Implementation Team Manager when needed, to include branch relocations, and Branch Manager changes
• Send Branch exit surveys
• FHA and VA Case number transfer
• Appraisal ordering for branches
• Facilitate accurate appraisal transfer upon request
• Order and maintain annual branch physical inspection checklists, status, and completion of same
• Additional responsibilities may apply as business unit demand changes to meet customer’s needs

Qualifications

• Excellent customer-focused mindset
• Happy, positive attitude with a team player mentality
• Willingness to learn and adapt to changes within the mortgage industry
• Basic computer knowledge with Microsoft Office Suite
• Able to handle time-critical assignments and meet deadlines
• Strong problem-solving and critical thinking skills
• Highly organized and able to prioritize work tasks and timelines
• Strong written and verbal communication skills
• Ability to stay on task with minimal supervision

Preferences

• Proficient with Encompass
• Proficient with Blend
• Experience originating and/or processing Conventional, FHA, and VA loans
• Familiarity with TILA, RESPA, ECOA, HMDA, MDIA, and other standard mortgage industry compliance regulations
• Proficient with Loan Prospector, and Desktop Underwriter

Company Conformance Statement

In the performance of assigned tasks and duties all employees are expected to conform to the following:

• Review and adhere to policies and guidelines contained within the Employee Handbook, including privacy and information security guidelines.
• Act within delegated authorities and adheres to applicable policy and procedures associated with such authorities.
• Contribute to establishing a respectful workplace where diversity is critical to innovation and growth.
• Ensure every action and decision is aligned with PRMI values.
• Partner with your management team to understand performance expectations and measurements. Effectively utilize feedback and coaching opportunities while seeking to learn and develop within your role at PRMI.
• Realize team synergies through networking and partnerships across PRMI.
• Embrace change; act as advocate and role model, promoting an approach of continuous improvement.
• Maintain a high standard of customer care while actively listening to customers in an effort to understand their views and needs. Take ownership of problems and issues, taking into consideration the breadth of PRMI competencies in providing solutions.
• Work independently while understanding the necessity for communicating and coordinating work efforts with other employees and organizations.
• Work effectively as a team contributor on all assignments.
• Perform quality work within deadlines.
• Respect client and employee privacy.

Work Requirements

Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting.  To maintain and ensure secure privacy of borrower (and other protected) information, an essential function of this job may require physical attendance in a defined office space. (i.e. branch or corporate office location).  Employment with PRMI requires compliance with and adherence to all applicable mortgage and fair lending laws and regulations as well as PRMI policies. The ability to work extended hours may be required.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

I acknowledge that I have read the Job Description and I understand what is expected of me for this position.  PRMI reserves the right to change/reassign job duties or combine positions at any time.  I also understand that I am at-will employee and that this job description does not constitute a contract of employment.

Benefits included:

• Health Benefits
• 401K
• Dental
• Paid Vacation and Sick Time