PRODUCTION ADMINISTRATOR

American Pacific Mortgage•Roseville, CA

About The Position

The Production Administrator supports the Wholesale and Correspondent lending channels by managing partner onboarding, relationship maintenance, lender renewals, and compliance documentation. This role serves as a central point of contact between internal teams, Account Executives, brokers, and investor partners to ensure accurate setup, regulatory compliance, and efficient day-to-day operations.

Responsibilities

Manage and track all relationship setup requests, including system credentials, branch configurations, Account Executive (AE) setups, and lender access.
Lead onboarding for new Wholesale and Correspondent partners, ensuring all required documentation, approvals, system requirements, and onboarding calls are completed accurately and timely.
Coordinate ongoing partner engagement, including onboarding calls for new brokers and periodic relationship check-ins with existing partners and AEs.
Serve as a primary point of contact for broker relationships, providing guidance on wholesale processes, loan scenarios, file placement, and general operational support.
Oversee onboarding, application processes and employee logins for new and existing Down Payment Assistance (DPA) programs in coordination with Branches, Product Development, and Credit Administration.
Coordinate with Legal, Licensing, and Compliance departments to ensure proper access, approvals, and regulatory alignment for all relationships.
Manage investor and lender renewal processes, including Comergence applications, and annual, quarterly, and VA renewals across approved Wholesale and Correspondent relationships.
Complete, submit, and track renewal applications through lender portals and direct coordination with investor account representatives.
Coordinate the review, execution, tracking, and storage of Broker Agreements, Correspondent Agreements, and Non-Disclosure Agreements (NDAs), including signature collection and application support.
Maintain organized, audit-ready records of all relationship agreements and compliance documentation.
Maintain a centralized master list of all active and prospective Wholesale and Correspondent relationships, ensuring accuracy and completeness.
Maintain and update Smartsheet and other tracking tools for onboarding requests, AE setups, recertifications, lender questionnaires, and renewal workflows.
Maintain lender scorecards and departmental documentation within shared drives.
Maintain progress reports, priority lists, and reference materials (e.g., cheat sheets, contact lists, required data) to support Legal, Compliance, and operational workflows.
Monitor Outlook and Capacity inboxes, prioritizing requests, responding to inquiries, and routing or escalating issues as appropriate.
Provide internal and external guidance on wholesale processes, relationship setups, and operational procedures.
Communicate regularly with Account Executives to ensure internal systems and external partner information remain aligned and current.
Provide financial and production volume data to approved investors on an annual, quarterly, or ad-hoc basis, as requested.