Sales Assistant
AI Summary
Assists loan officers throughout the loan application and closing process, handling clerical tasks, document management, and coordination with processors and applicants.
About this role
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 a comprehensive benefits package for our full-time employees and their dependents, which includes medical, dental, vision, life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a Flexible Spending Account (FSA), and various other products, based on benefits eligibility, elections, and employee premiums. Upon hire, you will be eligible to enroll in all our company-sponsored benefit programs (Medical, Dental, Life, and Voluntary) on the first of the following month. After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the following month. Additionally, eligible employees may apply for job openings through PRMG’s Internal and External Job Portal to request a transfer to a different department or position.
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
Min
USD $0.00/Yr.Max
USD $0.00/Yr.Skills
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