Easy Apply
Easy Apply
The Production Assistant Manager supports the loan origination process by managing the pipeline, resolving documentation issues, and ensuring compliance with guidelines while facilitating a strong experience for members.
Employee Applicant Privacy Notice
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
Compensation and Benefits
The base pay range for this role is listed below. Final base pay offer will be determined based on individual factors such as the candidate’s experience, skills, and location.
To view all of our comprehensive and competitive benefits, visit our Benefits at SoFi page!
SoFi provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion (including religious dress and grooming practices), sex (including pregnancy, childbirth and related medical conditions, breastfeeding, and conditions related to breastfeeding), gender, gender identity, gender expression, national origin, ancestry, age (40 or over), physical or medical disability, medical condition, marital status, registered domestic partner status, sexual orientation, genetic information, military and/or veteran status, or any other basis prohibited by applicable state or federal law.The Company hires the best qualified candidate for the job, without regard to protected characteristics.Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.New York applicants: Notice of Employee RightsSoFi is committed to embracing diversity. As part of this commitment, SoFi offers reasonable accommodations to candidates with physical or mental disabilities. If you need accommodations to participate in the job application or interview process, please let your recruiter know or email [email protected].Due to insurance coverage issues, we are unable to accommodate remote work from Hawaii or Alaska at this time.Internal Employees
If you are a current employee, do not apply here - please navigate to our Internal Job Board in Greenhouse to apply to our open roles.
Top Skills
Blend
Encompass
Google Docs
Salesforce
Similar Jobs at SoFi
Fintech • Mobile • Software • Financial Services
The Operations Compliance Manager oversees compliance in banking operations, leading initiatives, advising stakeholders, and ensuring adherence to regulations and risk management processes.
Top Skills:
ConfluenceGrc PlatformsJIRA
Fintech • Mobile • Software • Financial Services
The Senior ServiceNow Administrator will manage and configure the ServiceNow platform, focusing on the HRSD module, ensuring optimal performance and compliance standards while providing end-user support.
Top Skills:
Glide ApiHrsdJavaScriptRestServicenowSoap
Fintech • Mobile • Software • Financial Services
The Post Closing Specialist ensures accuracy of loan documents post-closing, delivers loan packages to investors, and maintains regulatory compliance.
Top Skills:
ExcelMortgage SoftwareMs Office (WordOutlook)
What you need to know about the Colorado Tech Scene
With a business-friendly climate and research universities like CU Boulder and Colorado State, Colorado has made a name for itself as a startup ecosystem. The state boasts a skilled workforce and high quality of life thanks to its affordable housing, vibrant cultural scene and unparalleled opportunities for outdoor recreation. Colorado is also home to the National Renewable Energy Laboratory, helping cement its status as a hub for renewable energy innovation.
Key Facts About Colorado Tech
- Number of Tech Workers: 260,000; 8.5% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Lockheed Martin, Century Link, Comcast, BAE Systems, Level 3
- Key Industries: Software, artificial intelligence, aerospace, e-commerce, fintech, healthtech
- Funding Landscape: $4.9 billion in VC funding in 2024 (Pitchbook)
- Notable Investors: Access Venture Partners, Ridgeline Ventures, Techstars, Blackhorn Ventures
- Research Centers and Universities: Colorado School of Mines, University of Colorado Boulder, University of Denver, Colorado State University, Mesa Laboratory, Space Science Institute, National Center for Atmospheric Research, National Renewable Energy Laboratory, Gottlieb Institute
