Mortgage Production Assistant

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

Nice to have:

• 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