SoFi
Mortgage Production Assistant
Frisco, Tx
Sponsorship not specifiedDetected 6 days ago
SalesforceCommunicationOrganizational SkillsUnderwriting
About the role
- 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.
Responsibilities
- The Production Assistant pulls and analyzes customer credit, reviews income, asset documents and understands how to structure a loan
- Track all requested documents in Encompass and/or Salesforce
- Work with Mortgage Loan Originators to resolve any problems with files and documents
Requirements
- 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
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
- The Company hires the best qualified candidate for the job, without regard to protected characteristics.
- Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.
- New York applicants: Notice of Employee Rights
- SoFi is committed to an inclusive culture.
- Internal Employees
Compensation
- The base pay range for this role is listed below.
- Final base pay offer will be determined based on individual factors such as the candidate's experience, skills, and location.
Benefits
- To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
Company info
- Shape a brighter financial future with us.
- Together with our members, we're changing the way people think about and interact with personal finance.
- We're a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals.
- The industry is going through an unprecedented transformation, and we're at the forefront.
- We're proud to come to work every day knowing that what we do has a direct impact on people's lives, with our core values guiding us every step of the way.
- Join us to invest in yourself, your career, and the financial world.
- 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.
- 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
- Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and Encompass updates based on verified information
- 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
- Proficient in Google docs
- Excellent organizational skills and attention to detail
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Excellent communication skills
- Notice of Employee Rights
This listing is sourced directly from SoFi's careers page and normalized into a canonical job model.