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Posted: Wednesday, January 17, 2018 7:35 AM

Job Description:/h3:
1. Deliver WOW service from Contract to Close
2. Manage the Pipeline
3. Client Updates each week
1. Deliver WOW service from Contract to Close
:Lock loan terms
:Send prepped file to Disclosure Desk within 48 hours
:Set Loan Estimate (LE) appointment for Loan Officer (LO)
:Complete if LO not available
:Send LE appointment confirmation with the LE Video
:Review loan file/contract with client within 24 hours of receipt of purchase agreement
:Review Property with Client
:Send updated needs list to client
:Get returned within 24 hours
:Final paperwork received/ Do a QC Review
:Be sure docs received match checklist : any to follow items listed in cover letter
:Organize assets/income
:Complete cover letter to include any guidelines to confirm packaging of file
:Check in Sheet completed
:File turned into Processing by day 3
:New contracts : introduction to Real Estate Agents via email
:Email Loan Officer to do a warm/fuzzy call to both agents
2. Manage the Pipeline
:Ensure Documents to Closing 5 days prior to funding 95 of the time
:Pipeline meeting daily with processor
:Send Closing Document (CD) Video to client day CD ordered
:Review CD and loan terms with client 48 hours prior to closing
:Coordinate/confirm signing appointments with all parties to transaction
:Attend closing if LO cannot (15 minutes max)
:Call and get all conditions
:Pull Loan guidelines to confirm file as needed
3. Client Updates each week (Outstanding Tuesday Updates)
:Update calls to clients (LO does the Real Estate Agent updates)
:Written update as well as phone call
:Give a clear and thorough update
:Ask them how your service has been
:Ask for a referralCompany 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


• Location: Portland

• Post ID: 25796287 portland is an interactive computer service that enables access by multiple users and should not be treated as the publisher or speaker of any information provided by another information content provider. © 2018