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Posted: Wednesday, January 3, 2018 10:46 PM

Job Description:/h3:
TOP 3 DUTIES
1. Deliver WOW Customer Service
2. Calendar/Team Lead Organization
3. Data Base/Social Media/Event Management

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1. WOW Customer Service
:Welcome board for all clients
:Reception snack area full and available for clients
:Ensure delivery of Client Gifts throughout the loan process as per checklist
:Ensure gift supply is full at all times
:Keep Team Leads desk spotless
:Keep Team Lead on track with calls and schedule
2. Calendar and Team Lead Organization
:Set all appointments for Team Lead
:Confirm all appointments the day before (and if you leave message, call the day of)
:Answer the phone 90 of the time
:Have at least two call back times scheduled in Team Leaders day and update voicemail to reflect those times
:Team Lead Homework
:Calendar Management : color
coding/arranging/fill
3. Database, Social Media and Event Management
:Facebook, Twitter, Linkedin etc. to be posted daily/weekly as necessary
:Ensure we stay on top with search engines
:Prepare weekly videos each month with Team Lead to go out on Mondays
:Update CRM (Mortgage Returns) weekly
:Loans Closed
:New Referral Partners
:Labeling (a,b,c etc.)
:Birthday program : weekly cards to team lead
:Ensure Postcard goes out each month to database
:Attend weekly marketing meetings
:Drip campaign monthly to all counseled/TBD clients
:Event flyer and email preparation
:Fill event through calling potential attendees
:Event email once month prior, one week prior and day of event
:Event planning : reservations, materials, setup, meals, etcpany Description:/h3:
PRMs goal is to be the regions premier mortgage banker by combining solid business principles with a client focus. This commitment has never changed and today PRM is recognized as a top:tier provider of home loans throughout the Pacific Northwest. Contributing to our continued success and reputation for outstanding client service is the fact that PRM has always been a local mortgage banker. While licensed to do business in Oregon, Washington, Idaho, and California, what we do and how we do it is local. Our branch offices, located around the region, are staffed by local individuals who know the markets being served. And most importantly, being a local lender enables us to serve everyone not just as a client but as a friend and neighbor. PRMs success can also be attributed to our outstanding Mortgage Bankers and skilled staff of branch and mortgage banking operations individuals. Many members of our team have been with us from the very start. Others joined our family after realizing that PRM is exactly what they want in a professional environment. It is no surprise that our Mortgage Bankers average nearly 20 years of lending experience. Looking forward, PRMs growth will continue to be grounded on maintaining the continuity of our family and this will be done by selectively adding new members in a manner that creates a win:win situation for our clients and PRM as a whole.
NMLS:1477 / WA CL:1477 Equal Housing Lender nmlsconsumeraccess/EntityDetails.aspx/COMPANY/1477

Source: https://www.tiptopjob.com/jobs/76704466_job.asp?source=backpage


• Location: Lake Oswego, Portland

• Post ID: 25796337 portland
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