As a Jr. Account Executive, your number one customer is the Account Executive and will be assisting them from the beginning of the application to closing. You will be working closely with processors and the applicants throughout the entire loan process. To succeed in this role, you will need to create raving fans by having strong communication skills and be passionate about providing an excellent customer experience. At PRMG, we believe in cultivating a family like work environment where our company culture is known for its casual, yet professional, team-oriented setting.
PRMG offers a comprehensive benefits package for our full-time employees and their dependents, which includes medical, dental, vision, life insurance, short-term disability, long-term disability, a Health Savings Account (HSA), a Flexible Spending Account (FSA), and various other products, based on benefits eligibility, elections, and employee premiums. Upon hire, you will be eligible to enroll in all our company-sponsored benefit programs (Medical, Dental, Life, and Voluntary) on the first of the following month. After completing 60 days, you will be eligible to enroll in our 401(k) program on the first of the following month. Additionally, eligible employees may apply for job openings through PRMG’s Internal and External Job Portal to request a transfer to a different department or position.
Cold call clients to establish new relationships.
Track progress with daily call reports.
Assist with Broker Onboarding
Systems training
LEO Portal Support
Submission assistance
Pricing/lock help
COC requests
CD Requests
Credit Wizard set up
Scenario Conversations
Scenario Desk tracking and follow up
Exception desk tracking
Broker Package Tracking
Sending new applications and follow up
Inactive account maintenance
Lock Assistance
Polly training
Expiring lock management
Loan Flow Management
Started File follow up
Disclosure only file follow up
Missing items management
Escalation Management
Broker Marketing Support
Sales Force Contacts and blast emails
Management/Updates
Pipeline Management
Compliance problem resolution
Vacation coverage for AE
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