p style="margin-left:0.25in">Originates their own sales by contacting prospective clients, Develops and maintains referral sources,
Spends at least one or two hours a day, two or more times a week outside of the office (including a home office), originating loans,
Meets with prospective clients at locations other than PRMI’s offices, e.g., client’s home or other locations,
Meets with clients in person to sell mortgage loan products/packages,
Contact with clients by telephone, mail, and e-mail is adjunct to in-person contacts,
Obtains credit information and necessary documentation for application process,
In-person calls outside of the office on real estate agents and brokers, financial advisors, and other potential referral sources to develop borrower leads,
Engages in marketing and promotional activities in support of their own sales,
Develops new and continued business opportunities and sales leads by cultivating relationships with realtors, builders, bankers, etc.
Carries out major assignments affecting business operations of the employer or the employer’s customers through:
collecting and analyzing information regarding the customer’s income, assets, investments, or debts.