SoFi

Production Assistant

• Develop and execute targeted marketing strategies for client retention and new-to-bank growth
• Build relationships with prospective clients and key centers of influence
• Pull and analyze credit reports and review income/asset documentation
• Assist Mortgage Loan Originators in determining optimal loan structures
• Run Desktop Underwriter and prepare files for submission
• Request and clear underwriting conditions to support on-time closings
• Serve as primary contact for borrowers and realtors, providing status updates
• Take initial application information by phone
• Schedule high-priority appointments and manage MLO calendars
• Track document requests in Encompass and Salesforce
• Review incoming files within 24 hours for discrepancies, omissions, and income/asset issues
• Collaborate with MLOs and Underwriters to resolve file issues and documentation gaps
• Maintain compliance with RESPA, TILA, and applicable state/federal regulations

Retail Production Assistant