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Who we are:
Shape a brighter financial future with us.
Together with our members, we’re changing the way people think about and interact with personal finance.
We’re a next-generation financial services company and national bank using innovative, mobile-first technology to help our millions of members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront. We’re proud to come to work every day knowing that what we do has a direct impact on people’s lives, with our core values guiding us every step of the way. Join us to invest in yourself, your career, and the financial world.
The role:
SoFi Mortgage is seeking a proactive and detail-oriented Production Assistant manager to support our Production Assistants/Production Manager/Loan Officers in managing the loan origination process. This position will play a critical role in streamlining/improving the loan process to our operational partners. The successful candidate will have strong organizational skills, effective communication abilities, and a passion for customer service.
Outline the reason the job exists here. Document contributions of the role that contribute to the organization’s overall mission.
What you’ll do:
- The Production Assistant Manager will need to have a firm understanding of the originations process from Sales to operations to closing along with managing a Loan Pipeline
- This position also involves an understanding of reading DU/LPA, and credit policies
- Primary contact with Production Managers/Loan Officers and Operations
- Review received documentation within 24 hours for discrepancies, omissions, asset and income verification and Encompass updates based on verified information
- Work with Mortgage Loan Originators to resolve any problems with files and documents
- Comply with Company policy and procedures to ensure all files are complete
- Lead and Attend Team Meetings
- Comply with applicable state and federal compliance guidelines
- Facilitate a strong member experience
What you’ll need:
- 5 years of professional office experience
- 5 years of mortgage or banking industry experience
- NMLS License Required under the terms of the S.A.F.E. Act of 2008 (“SAFE Act”)
- General knowledge of FNMA, FHLMC, FHA and VA guidelines
- Prior Encompass LOS system experience or other mortgage processing software
- Proficient in Google docs
- Excellent organizational skills and attention to detail
- Ability to manage multiple tasks/projects and deadlines simultaneously
- Excellent communication skills
Nice to have:
- Working knowledge of Encompass, Blend and/or SalesForce.
- 5+ years of origination experience
What the Team is Saying
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What We Do
SoFi wasn’t built to be a bank. Or a technology company. We were built for one mission: help people achieve financial independence so they can realize their ambitions.
Redefining an entire industry isn’t easy work—and it’s not for the faint of heart. It takes a certain kind of team. People with diverse perspectives and expertise, united by a common sense of purpose. People willing to challenge assumptions but always do the right thing. People proving that innovation and responsibility don’t have to compete, but can come together to create something truly unconventional in the world.
For the last eight years, we’ve been charting this new path forward. We call it The SoFi Way.
At SoFi, we don’t just talk about culture: we live it. The SoFi Way is how we show up every day, how we make decisions, and how we build for our members, clients, and each other.
Why Work With Us
Together with our members, we’re changing the way people think about and interact with personal finance. We’re a next-generation Fintech company using innovative, mobile-first technology to help our members reach their goals. The industry is going through an unprecedented transformation, and we’re at the forefront.
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Employees engage in a combination of remote and on-site work.
For the majority of our workforce who work on a hybrid schedule, the in-office requirement is a handful of days per month!
