Mortgage Production Assistant

About the role

The Production Assistant plays a critical role in supporting SoFi Mortgage's loan officers during the loan origination process. Key responsibilities include:

• Pulling and analyzing customer credit, reviewing income and asset documents
• Understanding how to structure loans and structuring loans
• Runs DU, stacks and submits files, requests and clears underwriting conditions
• Communicates with borrowers and realtors, takes application information over the phone, schedules appointments
• Tracks all requested documents in Encompass and/or Salesforce, reviews received documentation within 24 hours for discrepancies, omissions, asset and income verification, updates Encompass based on verified information
• Works with Mortgage Loan Originators to resolve any problems with files and documents
• Attends team meetings
• Complies with Company policy and procedures to ensure all files are complete
• Complies with applicable state and federal compliance guidelines

Requirements

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”)

Qualifications

• General knowledge of FNMA, FHLMC, FHA and VA guidelines
• Prior Encompass LOS system experience or other mortgage processing software
• Proficient in Google docs
• Excellent organizational skills and attention to detail
• Excellent communication skills

Skills

• 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

Benefits

To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!