Careers with Dash

The job duties of a sales coordinator are as follows:

• Cold and/or warm call potential referral sources and set appointments
• Meet face to face with referral partners to educate about Dash Home Loans
• Drive and drop marketing material to referral partners offices
• Build and/or maintain relationships with realtors, builders, financial advisors, and other referral partners and SOI
• Schedule and execute weekly, monthly, and yearly marketing plan.
• Plan and host events
• Speak with and educate mortgage clients about mortgage and Dash Home Loans process
• Maintain marketing materials, promotional items, and vehicles
• Generate and maintain customer service reviews
• Contribute to social media content
• Be flexible to new and changing tasks

The skills and qualifications of the sales coordinator are as follows:

• Able to commute to the office and around the community
• Need someone that is open to a flexible schedule
• Be able to handle pop up tasks and not feel overwhelmed
• Be able to work in a fast-paced environment
• Be able to take direction
• Open to learning about the mortgage industry
• Self starter
• Likes people and a go getter
• Able to retain information and present it accurately
• Be able to prioritize and stay organized
• Take ownership
• Team player
•  Someone who will commit to the industry and to Dash

The job duties of a mortgage coach are as follows:

• Act as the singular, primary point of contact for the client by answering questions, addressing concerns, reviewing products, and helping the client meet his or her goals and objectives
• Guide the client from the initial phase of the loan application process through the closing phases including reviewing credit scores, analyzing electronic underwriting results, interpreting guidelines, creatively structuring viable options, debt-to-income ratio, the formal application process, risk evaluation, and final document signing
• Attract new customers and clients by having a friendly personality and building relationships within the real estate community, including real estate agents and other professionals in the industry
• Maintain, protect, and promote the company image by keeping all information, including that of the clients, confidential
• Increase job knowledge by completing continuing education opportunities through reading professional publications, participating in professional organizations, and taking advantage of networking opportunities
• Assist in the completion of the company’s mission by completing related tasks as appropriate

The skills and qualifications of the mortgage coach are as follows:

• Must be (or earn) a license as a condition of employment
• Experience in the field as a loan originator, processor, or related occupation is required; two years of experience in the field is preferred
• Attention to detail is critical as the mortgage coach will be responsible for processing loan documentation
• Must be exceptional at time management
• Must have strong math skills
• Must have a friendly personality and be focused on delivering exceptional service to the client

• Assists assigned Mortgage Coaches with preapproval tracking and follow ups
• Assists assigned Mortgage Coaches with file preparation and loan processing. This includes:
  • Setting up loan files and sending initial disclosures packages
  • 3rd party ordering (appraisal, title, flood certifications, VOEs, homeowner’s insurance, etc), management, and follow up
  • Document review/upload and data entry
  • Ordering closing disclosures and confirming closings with attorneys and borrowers

• Manages spreadsheets for tracking and workflow
• Provides emailed updates on status of file to all interested parties
• Typical file load ranges from 30-40 files at one time

• Great with time management
• Great at multitasking and working in a fast-paced environment
• Speed and competency on email, computers, and working knowledge of excel spreadsheets
• Able to pick up on new computer programs and systems with ease
• Needs to have great email etiquette
• Speed and accuracy with typing is a must
• Must have great attention to detail
• Positive, team player attitude
• No prior mortgage experience required – although this would be a plus

This includes but is not limited to form numbers, dates, margins, and caps.

• Prepares and provides mortgage closing docs for the buyers/borrowers for signature at closing
• Verifies accuracy and consistency of specifications on documents, such as closing submission and approval forms and notifies branches of any inconsistencies
• Answers questions regarding closing requirements for all parties
• Enters all required information into DataTrac or any other required closing system
• Uses margins and caps from the closing submission forms, checks against investor requirements, and contacts branches for clarification if the data differs
• Enters changes to closing documents, such as fees, interest adjustments, and payment dates, into DataTrac
• Uploads new documents into DocumentTrac
• Completes checklists for specialty loan types or ARMs
• Runs Compliance Ease reports on all files before closing documents are released
• Assembles documents for delivery to the Title Company, real estate broker, or lending officer for closing, including final 1003, GFE, initial disclosures, tax returns, borrower explanation letters, hold harmless or any other required conditions

• Previous mortgage or title experience
• Excellent communication and customer service skills (preferred)
• Organized and detail-oriented (preferred)
• A self-motivated team player (preferred)

Each employee must be able to communicate clearly and effectively, utilize a computer, maintain a work schedule, and effectively perform in an office setting. 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.

Nothing in this job description restricts management’s right to assign or reassign duties and responsibilities to this job at any time.

I acknowledge that I have read the Job Description and I understand what is expected of me for this position. PRMI reserves the right to change/reassign job duties or combine positions at any time. I also understand that I am at-will employee and that this job description does not constitute a contract of employment.

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