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.
- 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