Production Assistant

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The production assistant is the experience manager for all clients. They facilitate a successful closing and drive repeat business and referrals based on their customer service. They are the bedrock of the success of the team and support the Loan Officer in running a successful lending business in a myriad of ways.

• 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 loan documentation to processing (Submission form, Intent to proceed, LDP/GSA, Net Tangible).
• Gather Loan Agent PTD and PTF conditions.
• Submit requests for Rapid Rescores.

• 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.

CMG MORTGAGE, INC. NMLS #1820 [email protected] or contact CMG Financial regarding reasonale accommodation. CMG Financial is an equal opportunity employer and does not unlawfully discriminate in employment decisions. CMG will consider all qualified applicants without regard to race, religion, national origin, sex, age, veteran status, disability, familial status, marital status, actual or perceived sexual orientation, or actual or perceived gender identity.

Applicants requiring reasonable accommodation to the application and/or interview process should notify a representative of CMG Financial or reach out to [email protected].