Production Assistant

CMG FinancialMeridian, 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

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What This Job Offers

Job Type

Full-time

Career Level

Entry Level

Education Level

No Education Listed

Number of Employees

501-1,000 employees

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