Telemarketer

Telemarketer

Position purpose - Responsibilities/Duties/Functions/Tasks

The purpose of this position is to generate leads and gather information by phone to pass on to Loan Officers for further processing. Cold-calls potential clients and interested borrowers and answers telephones Makes appointments and maintains schedules and calendars for Loan Officers Gathers information needed for Loan Officers Maintains communication between Loan Officers and potential borrowers

A telemarketer is not allowed to perform the following activities. An individual who performs any of these acts through contact with the borrower or potential borrower will be in violation of state regulations and company policy, and subject to adverse action up to and including termination of employment.

• Solicit, place, negotiate or originate mortgage loan for themselves or others
• Solicit or offer to make a mortgage loan
• Explain or recommend specific terms, loan programs, or benefits of any mortgage loan available from or through a licensee or registrant whether or not the borrower has made or makes an application
• Obtain any personal or financial information on the borrower other than contact info (name, phone number, email) for purposes of referral
• Assist the borrower with the mortgage loan application, or other related documents
• Market oneself in any way as a Loan Officer
• Perform telemarketing activities unless script has been reviewed and approved by the Compliance Department

Qualifications:

• Ability to type documents from drafts prepared by others
• Experience making appointments and maintaining schedules and calendars for others
• Knowledge of office machinery and their operation
• Ability to maintain files
• Experience opening and routing mail and mailing correspondence
• Experience maintaining office supplies and inventory
• Experience with Microsoft Office programs (Excel, Word, Outlook, etc.)
• Ability to communicate adequately via email, verbally, telephone, letter writing, etc.
• Ability to maintain a work schedule that may require working extended hours

Preferences:

• Ability to pass a background investigation
• Strong organizational and analytical skills
• Ability to obtain licenses when required

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. Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.