Production Assistant

CMG Financial•Meridian, ID

16d

About The Position

The production assistant is the experience manager for all clients. They facilitate both a successful closing, and drive repeat business and referrals based on their customer service. They are the bedrock of the success of the team, and support the Loan officer in running a successful lending business in a myriad of ways.

Requirements

Comfort and willingness to navigate challenging conversations (borrower and internal)
Capacity to navigate normal duties and short notice tasks concurrently
Willingness to receive and provide constructive criticism for growth
Proficient in Word, Excel, Outlook, Adobe, etc.
Excellent communication skills both written and oral.
Ability to work in a fast paced fluid environment.

Nice To Haves

2+ years of experience in mortgage industry preferred.
Experience with CLEAR and BYTE software preferred.

Responsibilities

Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone.
Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in-loan deadlines.
Effective use of internal tools to maintain smooth systems and communication internally (One Note, Loan Beam, Outlook and Teams)
Party to long term client follow up using team established systems
Problem solving challenging files using creative solutioning, determination, teamwork, and a robust product knowledge.
Learning new products, techniques, strategies, and process flows to constantly pursue increased customer experience, internal efficiency, and team communication.
Navigate the underwriting process and solve challenges in tandem with LO and UW
Share and cover for team members to support time off and sick time
Request disclosures
Open escrow, collect fees and order preliminary title report
Order appraisals
Collect and review client documentation
Review income analysis from the Loan Officer
Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
Gather Loan Agent PTD and PTF conditions
Submit requests for Rapid Rescores