Mortgage Production Assistant

Role Description

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.

• 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.
• Takes application information over the phone and schedules appointments.
• Tracks all requested documents in Encompass and/or Salesforce.
• Reviews received documentation within 24 hours for discrepancies, omissions, asset and income verification and Encompass updates based on verified information.
• Works with Mortgage Loan Originators to resolve any problems with files and documents.
• Complies with Company policy and procedures to ensure all files are complete.
• Attends team meetings.
• Complies with applicable state and federal compliance guidelines.

Qualifications

• 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”).
• General knowledge of FNMA, FHLMC, FHA and VA guidelines.
• Prior Encompass LOS system experience or other mortgage processing software.
• Proficient in Google docs.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks/projects and deadlines simultaneously.
• Excellent communication skills.

Requirements

• Nice to have: Working knowledge of Encompass, Blend and/or SalesForce.
• 1+ years of origination experience.
• National and any state level NMLS licensing in the past 12 months.

Benefits

The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!