Mortgage Production Assistant

SoFi•Frisco, TX

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. 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

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 VAguidelines
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

The Production Assistant pulls and analyzes customer credit
Reviews income, asset documents and understands how to structure a loan
Running DU, stacking and submitting files
Requesting and clearing underwriting conditions
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