SoFi · 15 hours ago
Mortgage Production Assistant
Charlotte, NC
Full-time
Onsite
Entry Level
$28/hr - $51/hr
2+ years expSoFi is a next-generation financial services company and national bank that is transforming personal finance. They are seeking a proactive and detail-oriented Mortgage Production Assistant to support loan officers in managing the loan origination process by gathering borrower information and ensuring a seamless experience for clients.
CreditCredit CardsFinancial ServicesFinTechLendingWealth Management
Responsibilities
The Production Assistant pulls and analyzes customer credit, reviews income, asset documents and understands how to structure a loan
This position also involves running DU, stacking and submitting files, requesting and clearing underwriting conditions, as well as communicating with borrowers and realtors
Primary contact between clients and Loan Originators
Taking application information over the phone and scheduling appointments
Track all requested documents in Encompass and/or Salesforce
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
Attend team meetings
Comply with applicable state and federal compliance guidelines
Qualification
Required
Two years of professional office experience
One year 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 VAguidelines
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
Preferred
Working knowledge of Encompass, Blend and/or SalesForce
1+ years of origination experience
National and any state level NMLS licensing in the past 12 months
Company
SoFi
SoFi is a finance company that offers a range of lending and wealth management services.
1001-5000 employees
Funding
Current Stage
Public CompanyTotal Funding
$12.25BKey Investors
Fortress Investment GroupPGIMQatar Investment Authority
2025-12-04Post Ipo Equity· $1.5B
2025-07-29Post Ipo Equity· $1.5B
2025-04-17Post Ipo Debt· $3.2B
Leadership Team
Anthony Noto
CEO
Jeremy Rishel
Chief Technology Officer
Recent News
2026-01-22
2026-01-20
The Motley Fool
2026-01-17
Company data provided by crunchbase