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 youll 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 youll 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
Required Experience:
Junior IC
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 ...
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 youll 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 youll 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
Required Experience:
Junior IC
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