Customer Service Representative, Inside Sales Agent, Cold Ca

Basic Mortgage Process with PRMG Loan application submitted by broker Pre-approval / initial review Underwriting (PRMG reviews documents) Conditions clearing (missing docs, verifications) Final approval (“Clear to Close”) Closing / funding

Core Transaction Coordinator Skills 1. Document Management Organizing and maintaining transaction files Reviewing contracts, addendums, and disclosures Ensuring all documents are complete, signed, and compliant 2. Deadline & Calendar Management Tracking inspection periods, closing dates, and contingencies Scheduling follow-ups and reminders Managing multiple transactions at different stages 3. Communication Skills Coordinating between buyers, sellers, agents, lenders, and escrow Sending professional updates and follow-ups Handling inquiries clearly and promptly 4. CRM & Database Management Using tools like Pipedrive, Salesforce, or similar CRMs Updating deal status, notes, and activity logs Organizing pipelines and lead tracking sheets 5. Attention to Detail Ensuring accuracy in contracts and transaction data Double-checking dates, names, and financial details Preventing errors that could delay closing 6. Compliance & Process Knowledge Understanding basic real estate transaction workflow Ensuring required documents are properly submitted Following company and brokerage procedures 7. Time Management & Multitasking Handling multiple transactions simultaneously Prioritizing urgent tasks and deadlines Working efficiently under pressure 8. Problem-Solving Skills Identifying missing documents or delays Coordinating quick resolutions with stakeholders Keeping transactions moving forward 9. Administrative Support Skills Data entry and record keeping Preparing reports and summaries (like EOD reports) File organization and task tracking 10. Professionalism & Client Service Maintaining a calm and professional tone Supporting clients and agents throughout the process Ensuring smooth transaction experience