Sales Assistant

Position purpose - Responsibilities/Duties/Functions/Tasks

The purpose of this position is to recruit and hire new loan officers as well as improve the quality of production and sales.

• Assists in training loan officers
• Manages leads and makes sure employees are following up with clients
• Oversees customer relations
• Improves volume, productivity, and quality of sales

Qualifications

• Basic reading, writing, and arithmetic skills
• Strong attention to detail
• Strong communication skills, both written and oral
• Ability to effectively and professionally handle difficult situations that may arise when working with branches/divisions
• Ability to multi-task
• Knowledge of Microsoft Office applications and telephone protocol
• Familiarity with Accounting terms and procedures (e.g. debits, credits, General Ledgers, etc.)

Supervisory responsibilities

• Assists in managing sales staff and helping with their questions
• Evaluates sales staff performance

Preferences

• Ability to type 50 wpm
• Reporting Skills, Administrative Writing Skills, Managing Processes, Organization, Analyzing Information, Professionalism, Problem Solving, Supply Management, Inventory Control

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.