Mortgage Production Assistant

About the job

Employee Applicant Privacy Notice Who we are: Shape a brighter financial future with us.

Together with our members, we’re changing the way people think about and interact with personal finance.

We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world. The role: 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.

What you’ll do:

• 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

What you’ll need:

• 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