Account Executive Sales Assistant

Paramount Residential Mortgage Group
4d

About The Position

As an Account Executive Sales Assistant, your number one customer is the Account Executive, and you will be assisting them from the beginning of the application to closing. You may be working closely with brokers 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.

Requirements

  • 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

Responsibilities

  • Broker Onboarding
  • Systems training
  • LEO Portal Support
  • Submission assistance
  • Pricing help
  • COC requests
  • CD Requests
  • Credit Wizard set up
  • Scenario Conversations
  • Scenario Desk tracking
  • Exception desk tracking
  • Capture Follow Up
  • Broker Package Tracking
  • Sending new applications
  • Follow up
  • Inactive account maintenance
  • Lock Assistance
  • Polly training
  • Expiring lock management
  • Loan Flow Management
  • Started File follow-up
  • Disclosure only file follow-up
  • Missing items management
  • Escalation Management
  • Broker Marketing Support
  • Sales Force Contact Management/Updates
  • Call Inactive Accounts to schedule sales appointments
  • Call prospects to schedule an appointment with a decision maker
  • Pipeline Management
  • Compliance problem resolution
  • Vacation coverage for AE

Benefits

  • medical
  • dental
  • vision
  • life insurance
  • short-term disability
  • long-term disability
  • a Health Savings Account (HSA)
  • a Flexible Spending Account (FSA)
  • 401(k)
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