Production Assistant
@ SoFi

Frisco, Texas, United States
On Site
Posted 3 days ago

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XXXXXXXX XXXXXXXXXXX XXXXXXXX***** @sofi.com
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Job Details

About SoFi

Shape a brighter financial future with us. Together with our members, we are changing the way people think about and interact with personal finance. As a next-generation fintech company, SoFi leverages innovative, mobile-first technology for millions of members.

The Role

SoFi Mortgage is seeking a proactive and detail-oriented Production Assistant. This role supports loan officers in managing the loan origination process by gathering borrower information, preparing loan files, and ensuring a seamless experience for clients.

  • Pull and analyze customer credit and income documents
  • Run DU, stack and submit files while managing underwriting conditions
  • Serve as primary contact between clients and Loan Originators
  • Track documents via Encompass and/or Salesforce
  • Review documentation for discrepancies and compliance

What You’ll Need

  • Two years of professional office experience
  • One year of mortgage or banking industry experience
  • NMLS License as required under the SAFE Act
  • Knowledge of FNMA, FHLMC, FHA, and VA guidelines
  • Experience with Encompass LOS system or similar mortgage processing software
  • Proficiency in Google Docs
  • Excellent organizational and communication skills

Nice to Have

  • Experience with Encompass, Blend and/or Salesforce
  • 1+ years of origination experience
  • National and state level NMLS licensing in the past 12 months

Why You’ll Love Working Here

  • Competitive salary packages and bonuses
  • Comprehensive medical, dental, vision, and life insurance benefits
  • Generous vacation, holidays, and paid parental leave
  • 401(k), retirement planning, tuition reimbursement and student loan support
  • Additional benefits for remote roles where applicable

Compliance & Equal Opportunity

SoFi provides equal employment opportunities without regard to protected characteristics. We also offer reasonable accommodations for candidates with disabilities. Please note, remote work is not available for candidates in Hawaii or Alaska.

Key skills/competency

Production Assistant, mortgage, loan processing, customer service, compliance, Encompass, Salesforce, documentation, organization, communication

How to Get Hired at SoFi

🎯 Tips for Getting Hired

  • Research SoFi's culture: Study their mission, values, and recent initiatives.
  • Customize your resume: Highlight mortgage and administrative experience.
  • Prepare for technical questions: Review Encompass and Salesforce usage.
  • Practice clear communication: Emphasize organizational and detail skills.

📝 Interview Preparation Advice

Technical Preparation

Review Encompass and Salesforce systems.
Practice document verification techniques.
Brush up on FNMA, FHA, FHLMC guidelines.
Study digital loan origination processes.

Behavioral Questions

Describe time management experiences.
Explain handling multiple priorities.
Detail customer conflict resolution.
Discuss teamwork in high-pressure scenarios.

Frequently Asked Questions