OVERVIEW
The Production Assistant will assist in the day to day operation of the branch.
The position is not authorized to conduct sales activities including, but not
limited to offering or negotiating loan rates or terms, or counseling consumers
about residential mortgage loan rates or terms. The Production Assistant shall
have restricted access to the Encompass system including Read Only, print, and
uploading of document capabilities.
RESPONSIBILITIES
* Provides proactive administrative support to MLOs.
* Facilitates and maintains relationship between the MLO, customer, real estate
agent, operations staff, insurance agent, and closing agent. Answers phones,
takes messages, and schedules appointments.
* Assists in managing the MLO’s pipeline and closing reports to ensure
deadlines are met on all loans.
* Maintains and updates customer contact information.
* Keeps MLO current on company/industry information, including webinars and
conference calls.
* Provides computer support and updates by monitoring email inbox while MLO is
unavailable.
* Updates and distributes sales meeting guides and other tools available to
MLOs.
* Coordinates continuing education and licensing requirements with MLO and
compliance.
* Reviews training needs with MLO and provides support when needed.
* Performs other duties as assigned.