Description
Job Summary
The Administrative Assistant serves as a flexible team member with the final goal of increasing service levels within the branch while freeing up time for the Branch Manager, Sales Manager and Loan Originators. This individual is the primary contact for clients and aids clients with applications and reviewing documentation.
This person will be primarily calling referrals as they come in, send initial needs list and follow up to make sure they send what we need
Responsibilities
- Communicates with and liaises between clients, Branch Managers, Sales Managers, Loan Originators, and other interested parties in matters relating to active loan files, answering questions and providing updates.
- Communicates with leads that are interested in applying for a mortgage loan.
- Aids clients in completing applications over the phone.
- Work in the CRM.
- Manage follow up tasks.
- Partners with Loan Originators in resolving problems on files/documents.
- Ensures files are complete and set up per Company policy and procedures.
Requirements
- High School Diploma or Equivalent
- Must have a minimum English Language comprehension of “B2 Upper Intermediate” according to the Common European Framework of Reference (CEFR) scale
- Ability to deliver effective results and to meet deadlines.
- Sound judgment and decision-making skills.
- Ability to work under pressure and with minimal supervision.
- Excellent phone and service skills.
Skills Required
- High School Diploma or Equivalent
- English language comprehension at CEFR B2 (Upper Intermediate)
- Experience using a CRM system
- Excellent phone and customer service skills
- Ability to meet deadlines and deliver effective results
- Sound judgment and decision-making skills
- Ability to work under pressure and with minimal supervision
What We Do
Panorama Mortgage Group, LLC (d/b/a SimplyPMG) is a leading independent mortgage bank and nonbank lender providing a variety of loan products, including government, portfolio, renovation, and conventional loans. With a focus on increasing family wealth through homeownership, particularly for first-time Hispanic homebuyers, the company offers purchase, refinancing, and cash-out options through a simplified, digital-first mortgage platform.
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