Loan Production Assistant

City National Bank; Miami, Orlando, City of Albany (FL, FL, NY); On-site; USD 40,000 - 60,000; Full time

Job summary

An established industry player in mortgage banking seeks a Loan Production Assistant to support their Mortgage Banking Officers. This role is essential in ensuring mortgage applications are complete and prepared for submission. You'll engage with clients, manage documentation, and assist with marketing efforts. Ideal candidates will have a strong understanding of mortgage processes and excellent communication skills. Join a dynamic team where your contributions will directly impact the mortgage lending process and client satisfaction!

Qualifications

• 2 years experience in mortgage sales support or processing role.
• Excellent verbal and written communication skills.

Responsibilities

• Supports Loan Origination Activities for Mortgage Banking Officers.
• Acts as the primary point of contact for clients during the loan process.

Skills

Mortgage Sales Support

FHA Loan Knowledge

VA Loan Knowledge

Conventional Loan Knowledge

Communication Skills

Problem Solving

Attention to Detail

Multi-tasking

Education

High School Diploma or GED

Tools

Encompass Loan Software

Microsoft Word

Microsoft Excel

Job description

Loan Production Assistant

Job ID

2025-5498

Category

Residential Mortgage Lending

Type

Full-Time

Workplace policy

FT Remote

Overview

The Loan Production Assistant (LPA) supports the Loan Origination Activities of a Mortgage Banking Officer or a team of Mortgage Banking Officers. The LPA should be focused on providing loan level and marketing support to ensure mortgage applications are complete and prepared for submission to Operations.

Principal Duties & Responsibilities:

Takes and reviews Mortgage applications for accuracy on behalf of the MBO or MBO team.
• Communicates initial requirements list to clients.
• Assembles documentation based on client application information to support loan data
• Updates referral sources on loan status.
• Acts as the primary point of contact to clients for the loan process.
• Conducts pipeline meetings with Operations staff to ensure timely completion of loan process.
• Assists with marketing efforts for MBO or MBO team including distribution of marketing collateral, appointment setting, meeting follow up communication and any other activities required to support the sales efforts.
• Meets the requirements of the S.A.F.E. Act and expected to follow procedures including notifying Human Resources of any changes in current status.

Qualifications

• 2 years experience in mortgage sales support or processing role with in-depth knowledge of lending requirements and the lending process.

• Current product knowledge of FHA, VA, Conventional and other loan programs.

• Demonstrate working knowledge of federal and state guidelines, rules and regulations such as RESPA, TILA, HMDA, etc.

• Familiarity with mortgage process and mortgage documents.

• Excellent verbal and written communication skills.

• Encompass loan software experience (preferred).

• Proficient in Microsoft Suite, specifically Word and Excel.

• Excellent disposition, mindset, and work ethic.

• Ability to multi-task with strong attention to detail while meeting deadlines in a fast-paced environment.

• Strong listening, problem solving skills and out of box thinking.

• Ability to produce a high volume of work within tight deadlines.

Education

• High School Diploma or general education degree (GED) Required

Special Instructions to Candidates

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCPhere.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at 305-577-7680 or by e-mail at [e-mail].