Mortgage Production Assistant

SoFi • Frisco, TX

3d

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• Pull and analyze customer credit, review income, asset documents and understand how to structure a loan
• Run DU, stack and submit files, request and clear underwriting conditions, as well as communicate with borrowers and realtors
• Serve as the primary contact between clients and Loan Originators
• Take application information over the phone and schedule 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 This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed