Production Assistant

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

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.

PHYSICAL and ENVIRONMENTAL CONDITIONS:  

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

Base Compensation Information – This role is currently allocated for candidates within geographic regions that do not currently require base wage disclosure. The compensation range for this position will be provided upon request. (Due to their geographic location, residents of the states of CA & CO, and for New York City are excluded from this role at this time.)