Production Assistant

CMG Financial; Carlsbad (CA); On-site; USD 21,352 - 34,440; Full time

Job summary

A financial services company is hiring a Production Assistant (Loan Officer Assistant) in Carlsbad, California. You will support the Loan Officer by ensuring timely closing of loan files, requiring strong communication skills and experience in the mortgage industry. Candidates should have familiarity with mortgage terminology, proficiency in Microsoft Office, and the ability to work in a fast-paced environment. The position offers a competitive hourly wage ranging from $15.50 to $25.00.

Qualifications

• 3+ years of experience in the mortgage industry preferred.
• Familiarity with mortgage terminology.
• High level of integrity and confidentiality required.

Responsibilities

• Request disclosures.
• Open escrow, collect fees and order preliminary title report.
• Order appraisals.
• Collect and review client documentation.
• Submit loans documentation to processing.

Skills

Knowledge of calculating income

Excellent communication skills

Teamwork

Ability to work in a fast‑paced environment

Tools

Microsoft Office

Point software

Job description

CMG Home Loans is hiring a Production Assistant (Loan Officer Assistant) to provide support to the Loan Officer by ensuring timely closing of loan files via communication with operations staff and customers.

Essential Duties and Responsibilities:

• Request disclosures
• Open escrow, collect fees and order preliminary title report
• Order appraisals
• Collect and review client documentation
• Review income analysis from the Loan Officer
• Submit loans documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible)
• Gather Loan Agent PTD and PTF conditions
• Submit requests for Rapid Rescores

Preferred Qualifications and Experience:

• 3+ years of experience in the mortgage industry preferred
• Knowledge of calculating income
• Works well in a team environment
• Familiarity with mortgage terminology
• Experience with Point software preferred
• Proficient in Microsoft Office, Word, Excel, Outlook, etc.
• Excellent communication skills both written and oral
• Ability to work in a fast‑paced fluid environment
• High level of integrity and confidentiality required

Supervisor Responsibilities

Direct Reports: N/A

Physical and Environmental Conditions

This role operates in an ADA compliant office environment, utilizing typical office equipment and tasks including computer work. The position may involve partial stationary positions and moving throughout the day. Flexibility to work overtime to meet project deadlines is required.

Base Compensation Information – For residents of the states of CA & CO, and for New York City + other areas requiring disclosure:

CMG pays a competitive base which ranges from $15.50 - $25.00 per hour. Factors that affect base salary may include overall mortgage experience, number of years worked in the mortgage industry, types of roles performed, computer skills, customer service experience specific to working with mortgage lenders, and education.