POSITION OVERVIEW
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.
Essential Duties and 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
Preferred Qualifications and Experience:
- 2+ years of experience in mortgage industry preferred.
- 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
- Experience with CLEAR and BYTE software preferred.
- Proficient in Word, Excel, Outlook, Adobe, etc.
- Excellent communication skills both written and oral.
- Ability to work in a fast paced fluid environment.
