Production Assistant

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

Job summary

CMG Home Loans is seeking a Production Assistant to support the Loan Officer by ensuring timely close of loan files through coordination with operations staff and customers. This role involves gathering disclosures, opening escrow, ordering title reports, appraisals, reviewing income analyses, and submitting documentation to processing.

The ideal candidate will have mortgage industry experience, strong communication skills, proficiency with Point software and Microsoft Office, and the ability to

Qualifications

• 3+ years of experience in mortgage industry preferred.
• Knowledge of calculating income.
• Works well in 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.

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

Skills

Income calculation

Teamwork

Mortgage terminology

Communication skills

Integrity & confidentiality

Tools

Point software

Microsoft Office

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 mortgage industry preferred.
• Knowledge of calculating income.
• Works well in 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.

Supervisory 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

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 mortgage industry, types of roles performed, computer skills, customer service experience specific to working with mortgage lenders, and education.