Client Communications Assistant
RPM Mortgage, Inc. - Walnut Creek, CA

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Job Summary:

RPM Mortgage, Inc. is seeking an experienced Client Communications Assistant to perform client service and administrative duties for a high-producing Loan Agent. Responsibilities include making calls, communicating with vendors, clients and staff. This role reports directly to a Loan Agent and Branch Manager at our beautiful Home Office in Alamo, CA.

Essential Functions:
  • Makes outbound call to Realtors, CPA's, attorneys, etc. and schedule initial meetings for the Loan Advisor to secure new sources of business.
  • Ability to interpret and review Purchase Agreements, Appraisal, Tax Forms and Title documentation.
  • Update and follow up on delegated tasks to ensure progress to deadlines.
  • Check timelines on incoming requests and prioritize daily tasks accordingly.
  • Process replies on own initiative or from managers dictation or notes.
  • Handle all inquiries within prescribed duties.
  • Other duties and tasks assigned as needed by Loan Agents.

Education and Experience:
  • High School Diploma and Some College.
  • Prior sales experience.
  • Computer literate with the ability to learn new software applications.
  • Experience with Microsoft Office Applications, especially Outlook and Excel
  • Professional verbal and written communication skills plus proper telephone protocol. PHONE SKILLS and positive attitude a must.
  • Visibility of work requires attention to detail, excellent organizational and interpersonal skills.
  • Tactfulness and proven ability to handle sensitive and confidential situations.
  • Ability to work well with a wide range of people, work well under pressure and on deadline, and adapt to changing situations on a daily basis.
  • Function independently and as a team player that collaborates with others and maintains a positive and proactive attitude.
  • Ability to work with a "can do attitude" and offer superior service to our Loan Officer customer base.
  • Ability to use creative thinking to find solutions to problems.

We are a dedicated group of mortgage loan professionals and offer competitive salary and benefit packages. Background checks are performed prior to hire.

RPM Mortgage, Inc. - 7 months ago - save job