4h ago

Production Assistant

Charlotte, NC OR Frisco, TX

$46,592-$87,360 / year

full-timejuniorfinancial technology

Tech Stack

Description

You will support loan officers in managing the loan origination process, including gathering borrower information, preparing loan files, reviewing credit and income documents, and ensuring a seamless client experience. You will also handle communication with borrowers and realtors, track documents in Encompass and Salesforce, and work with Mortgage Loan Originators to resolve issues.

Requirements

  • Two years of professional office experience
  • One year of mortgage or banking industry experience
  • NMLS License Required
  • General knowledge of FNMA, FHLMC, FHA and VA guidelines
  • Proficient in Google docs and Encompass LOS system

Responsibilities

  • Pull and analyze customer credit, review income and asset documents
  • Run DU, stack and submit files, request and clear underwriting conditions
  • Communicate with borrowers and realtors as primary contact
  • Take application information over the phone and schedule appointments
  • Track all requested documents in Encompass and/or Salesforce within 24 hours
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