Mortgage Production Assistant

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 you’ll 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 you’ll 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 VA guidelines
• Prior Encompass LOS system experience or other mortgage processing software
• Excellent organizational skills and attention to detail
• Ability to manage multiple tasks/projects and deadlines simultaneously

Nice to have:

• Working knowledge of Encompass, Blend and/or Sales Force.
• 1+ years of origination experience
• National and any state level NMLS licensing in the past 12 months

Compensation and Benefits

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.

To view all of our comprehensive and competitive benefits, visit ourBenefits at So Fi page!

Pay range: $27.20 - $51.00

Payment frequency:
Hourly

This role is also eligible for a bonus and competitive benefits. More information about our employee benefits can be found in the link above.

SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.

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. SoFi is committed to an inclusive culture. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email  Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.

Terms and Conditions Apply. SOFI RESERVES THE RIGHT TO MODIFY OR DISCONTINUE PRODUCTS AND BENEFITS AT ANY TIME WITHOUT NOTICE. To qualify, a borrower must be a U.S. citizen or other eligible status and meet SoFi's underwriting requirements. Not all borrowers receive the lowest rate. Lowest rates reserved for the most creditworthy borrowers. If approved, your actual rate will be within the range of…