The role:
SoFi Mortgage is seeking a proactive and detail-oriented Production Assistant to provide essential support to our loan officers in managing the loan origination process. The Production Assistant will play a critical role in gathering borrower information, preparing loan files, and ensuring a seamless experience for clients. The successful candidate will have strong organizational skills, effective communication abilities, and a passion for customer service.
What you'll do:ย
- The Production Assistant pulls and analyzes customer credit, reviews income, asset documents and understands how to structure a loan
- This position also involves running DU, stacking and submitting files, requesting and clearing underwriting conditions, as well as communicating with borrowers and realtors
- Primary contact between clients and Loan Originators
- Taking application information over the phone and scheduling appointments
- Track all requested documents in Encompass and/or Salesforce
- Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and Encompass updates based on verified information
- Work with Mortgage Loan Originators to resolve any problems with files and documents
- Comply with Company policy and procedures to ensure all files are complete
- Attend team meetings
- Comply with applicable state and federal compliance guidelines
What you'll need:
- Two years of professional office experience
- One year of mortgage or banking industry experience
- NMLS License Required under the terms of the S.A.F.E. Act of 2008 ("SAFE Act")ย
- General knowledge of FNMA, FHLMC, FHA and VAguidelines
- Prior Encompass LOS system experience or other mortgage processing software
- Proficient in Google docsย
- Excellent organizational skills and attention to detail
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Excellent communication skills
Nice to have:
- Working knowledge of Encompass, Blend and/or SalesForce.ย
- 1+ years of origination experience
- National and any state level NMLS licensing in the past 12 monthsย ย