Retail Production Assistant

🔥 43 minutes ago

🌲 North Carolina, Texas – Remote

🌲 North Carolina – Remote 🤠 Texas – Remote

💵 $27 - $51 / hour

⏰ Full Time

🟢 Junior

🟡 Mid-level

🚫👨‍🎓 No degree required

👻 Ghost score 0%

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SoFi

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2011

🛡️ Insurance

💼 Consulting

💸 Finance

Insurance • Consulting • Finance

SoFi is a leading personal finance company that provides a comprehensive range of financial services. These services include student loan refinancing, mortgages, personal loans, credit cards, and banking solutions. SoFi also offers investing services such as active investing, robo investing, and access to IPO investing. As a member-centric organization, SoFi provides exclusive benefits to its members, including financial planning, member rewards, and discounts on loans. Additionally, SoFi offers insurance solutions like auto, life, and cyber insurance. The company aims to help individuals achieve financial independence and manage all their finances in one place, seamlessly integrating services into a single user-friendly platform.

📋 Description

• Develop and execute targeted marketing strategies for client retention and new-to-bank growth • Build relationships with prospective clients and key centers of influence • Pull and analyze credit reports and review income/asset documentation • Assist MLOs in determining optimal loan structures • Run Desktop Underwriter, stack files for submission, and clear underwriting conditions • Serve as primary contact for borrowers and realtors and provide status updates • Take initial application information over the phone • Schedule high-priority appointments and manage MLO calendars • Track document requests in Encompass and Salesforce • Review incoming files within 24 hours for discrepancies, omissions, and income/asset issues • Collaborate with MLOs and Underwriters to resolve file issues and documentation gaps • Maintain compliance with company policy and RESPA, TILA, and other state/federal regulations

🎯 Requirements

• At least 2 years of professional office experience • Minimum of 1 year of experience in the mortgage or banking industry • Proven ability to manage client relationships and execute marketing initiatives for retention and new lead generation • General fluency in FNMA, FHLMC, FHA, and VA guidelines • Previous experience with Encompass LOS or similar mortgage software • Proficiency in Google Workspace • Ability to manage a high-volume pipeline with strong attention to detail • Elite verbal and written communication skills • Advanced experience with Blend and/or Salesforce preferred • 1+ years of experience as a Loan Originator or Senior Processor preferred • National and multi-state NMLS licensing maintained within the past 12 months preferred

🏖️ Benefits

• Bonus eligibility • Competitive benefits • Reasonable accommodations for candidates with physical or mental disabilities

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