CMG Financial ยท 1 day ago
Production Assistant
Meridian, ID
Full-time
Onsite
Entry Level
2+ years expCMG Financial is a company focused on providing excellent customer service in the lending business. They are seeking a Production Assistant to manage client experiences and support loan officers in ensuring timely closings and efficient communication throughout the loan process.
BankingMortgage
Responsibilities
Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone
Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in-loan deadlines
Effective use of internal tools to maintain smooth systems and communication internally (One Note, Loan Beam, Outlook and Teams)
Party to long term client follow up using team established systems
Problem solving challenging files using creative solutioning, determination, teamwork, and a robust product knowledge
Learning new products, techniques, strategies, and process flows to constantly pursue increased customer experience, internal efficiency, and team communication
Navigate the underwriting process and solve challenges in tandem with LO and UW
Share and cover for team members to support time off and sick time
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
Qualification
Required
Main point of contact in tandem with loan officer for client; facilitate an excellent customer experience through prompt response time via email and phone
Driver of loan process, ensuring borrower, 3rd parties, processing, underwriting, and closing are pushing for on time closings, and in-loan deadlines
Effective use of internal tools to maintain smooth systems and communication internally (One Note, Loan Beam, Outlook and Teams)
Party to long term client follow up using team established systems
Problem solving challenging files using creative solutioning, determination, teamwork, and a robust product knowledge
Learning new products, techniques, strategies, and process flows to constantly pursue increased customer experience, internal efficiency, and team communication
Navigate the underwriting process and solve challenges in tandem with LO and UW
Share and cover for team members to support time off and sick time
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
2+ years of experience in mortgage industry preferred
Comfort and willingness to navigate challenging conversations (borrower and internal)
Capacity to navigate normal duties and short notice tasks concurrently
Willingness to receive and provide constructive criticism for growth
Experience with CLEAR and BYTE software preferred
Proficient in Word, Excel, Outlook, Adobe, etc
Excellent communication skills both written and oral
Ability to work in a fast paced fluid environment
Company
CMG Financial
CMG Financial is a well-capitalized, privately held mortgage-banking firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Paula White
Senior Vice President and Senior Loan Officer
Christopher George
President
Recent News
2025-12-09
2025-12-02
2025-11-04
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