Onsite/Hybrid
Salary Range- $40-48K Annually +bonus
The Production Assistant plays a crucial role in supporting the Loan Officers by managing administrative tasks, coordinating with prospective clients, and ensuring a smooth loan application process. This position requires excellent communication skills, attention to detail, Client relationship building, and will develop a strong understanding of mortgage lending procedures.
Key Responsibilities:
– Administrative Support:
- Assist the Loan Officer with daily administrative tasks (birthday cards, anniversary cards, buyer fatigue boxes, closing gifts, partner appreciation gifts)
- Maintain organized and up-to-date client files.
- Liaison between Loan Officer and Processing staff – Active Pipeline Review and stages, point of contact for simple tasks/request
- Executing Lead to Contract Workflow – Database Management (lead stages, Client Relationship Management tools, notes, next call to action)
- Call Leads in the Database for appointment setups – Cold Leads, Expired Inquired Leads, Document Collecting Stage Leads, Pre-Approved and looking leads. Internet leads
- Coordinate & Plan Partner/Client Appreciation Events
- Execute annual/quarterly/1-off projects
– Client Coordination:
- Act as a point of contact for clients, providing updates and answering inquiries.
- Gather necessary documentation from clients to complete loan applications.
– Loan Set Up:
- Review loan applications for completeness and accuracy.
- Complete the loan file for the “Submit to Processor” transfer
Qualifications:
- Previous experience in mortgage lending or a related field is a plus.
- Strong organizational and time-management skills.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite
- Ability to work independently and as part of a team.
- Attention to detail and a high level of accuracy.
- Proficient in calling leads for appointment-setting
- Bachelor’s degree preferred
- 1-2 Years of customer service
- NMLS License required or ability to obtain within 12 mo
Apply Online