Production Assistant

SoFi SoFi · Fintech · Charlotte, NC · Home Loans Ops Strategy

SoFi Mortgage is seeking a Production Assistant to support loan officers in managing the loan origination process. This role involves gathering borrower information, preparing loan files, and ensuring a seamless client experience. Responsibilities include analyzing credit, reviewing income/asset documents, running DU, stacking/submitting files, clearing underwriting conditions, and communicating with clients and realtors. The assistant will also take application information, schedule appointments, track documents in Encompass/Salesforce, review documentation for discrepancies, and resolve file issues.

What you'd actually do

  1. The Production Assistant pulls and analyzes customer credit, reviews income, asset documents and understands how to structure a loan.
  2. This position also involves running DU, stacking and submitting files, requesting and clearing underwriting conditions, as well as communicating with borrowers and realtors.
  3. Primary contact between clients and Loan Originators.
  4. Taking application information over the phone and scheduling appointments.
  5. Track all requested documents in Encompass and/or Salesforce.
  6. Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and Encompass updates based on verified information.
  7. Work with Mortgage Loan Originators to resolve any problems with files and documents.
  8. Comply with Company policy and procedures to ensure all files are complete.
  9. Attend team meetings.
  10. Comply with applicable state and federal compliance guidelines.

Skills

Required

  • 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
  • Proficient in Google docs
  • Excellent organizational skills and attention to detail
  • Ability to manage multiple tasks/projects and deadlines simultaneously
  • Excellent communication skills

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

What the JD emphasized

  • NMLS License Required under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”)