Production Assistant
Caliber Funding LLC - Fort Worth, TX

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The Production Assistant is responsible for providing administrative and other clerical support to Loan Consultants or Account Managers (who meet volume requirements) to assist in loan production. Typical responsibilities are listed below and may vary based on whether the Assistant supports a Loan Consultant or an Account Manager.

RESPONSIBILITIES
• Assists with inputting borrower information
• Assists with managing active pipeline
• Ensures all documentation is accounted for and properly completed/signed
• Documents loan details for processing plan
• Mails documents to client for signature
• Ensures loan packages are complete before loan closing and all relevant parties have received paperwork necessary to close
• Performs general clerical/administrative duties
• Collaborates with loan processor to ensure smooth transition of work
• Communicates with clients as necessary
• Provides brokers with current rate sheets and product guidelines
• Maintains phone log of calls made and received by Account Manager/Loan Consultant

REQUIRED EDUCATION/EXPERIENCE
• High School Diploma or Equivalent
• 1-2 years administrative or clerical experience
• Mortgage company experience preferred

REQUIRED KNOWLEDGE, SKILLS AND ABILITIES
• Strong computer skills
• Strong Microsoft Office Suite application skills
• Strong attention to detail and organization skills
• Strong interpersonal, oral and written communication skills
• Ability to work independently in a fast-paced environment
• Customer service orientation

REQUIRED ORGANIZATIONAL COMPETENCIES
• Adaptability/Flexibility
• Communication
• Customer Focus/Service
• Decision Making/Judgment
• Integrity/Ethics
• Leadership
• Managing for Results
• Quality
• Strategic Thinking/Management
• Teamwork
• Vision and Values

Caliber Funding LLC - 20 months ago - save job - block
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