Production Assistant

cmgfi; Jacksonville (FL); On-site; USD 42,000 - 60,000; Full time

Job summary

CMG Financial in Jacksonville, FL seeks a Production Assistant to support the Loan Officer and ensure timely closing of loan files through collaboration with operations staff and customers.

Key duties include requesting disclosures, ordering title reports and appraisals, collecting client documents, and processing loan submissions. Strong MS Office skills and confidentiality are essential.

Qualifications

• 2+ years of experience in mortgage industry.
• License is required.
• Familiarity with mortgage terminology.
• Proficient in Microsoft Office (Word, Excel, Outlook).
• Excellent written and verbal communication skills.

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 documents to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible).
• Gather Loan Agent PTD and PTF conditions.
• Submit requests for Rapid Rescores.

Skills

Mortgage industry experience

Microsoft Office

Communication skills

Fast-paced environment

Integrity & confidentiality

Education

License

Tools

Point software

Job description

Position Overview

Production Assistant will 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:

• 2+ years of experience in mortgage industry preferred.
• License required
• 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

For residents of the states of CA & CO, and for NY + other areas requiring disclosure: CMG pays a competitive base. 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.