CMG Financial · 2 months ago
Mortgage Production Assistant
United States
Full-time
Hybrid
Entry Level
$50K/yr - $60K/yr
2+ years expCMG Financial is seeking a Production Assistant to support Loan Officers in the loan application process. The role involves reviewing applications, ensuring accuracy, and making product recommendations based on borrower qualifications.
BankingMortgage
Responsibilities
Review daily prequalification & prospect pipelines for new applications and needed follow-up
Parter with Loan Officer to prioritize applications that need review/completion
Review all applications for completion and accuracy with each borrower directly
Ensure all BYTE screens are complete without error (to include all VA screens/net tangible etc.)
Note all correspondence with the borrower in CLEAR via Scratchpad for LO review
Make appropriate product recommendations to the Loan Officer based on the borrower’s application and qualification
RUN AUS (both LP & DU on all files)
Send updated Closing Costs Worksheets based on the requests/needs of borrowers
Research & Confirm guidelines for products to ensure product recommendations are appropriate based on the borrower’s application information
Note the 'loan story' in the BYTE Cover Letter - Submission Notes Screen
Run Fees and review LE to ensure fees look correct – request assistance from compliance/disclosure desk if necessary
Request disclosures
Request client documentation based on AUS recommendations– update application based on documentation provided and ensure qualification still stands
Order preliminary title report
Order appraisals
Review income analysis from the Loan Officer if applicable
Complete income worksheets, rental worksheets, loan beam etc. as applicable
Once a CONTRACT is received, review the contract input contract data into BYTE – ensure a FULL tri merge is pulled, update liabilities if applicable, review income and assets with the borrower and update the system as necessary. Confirm all employment information is unchanged. Remove any income and assets NOT needed for qualification purposes and run NEW AUS
Submit NEW LOAN FILE checklist to Pipeline Manager when file is ready for review
For FILES in process – handle any system updates for restructuring to include OB submissions
Submit requests for Rapid Rescores
Qualification
Required
2+ years of experience in mortgage industry required
Familiarity with mortgage terminology
An active NMLS license required – sponsorship will be provided if you do not currently possess a license
Proficient in Microsoft Office, Word, Excel, Outlook, etc
Excellent communication skills both written and oral
Ability to work in a fast-paced fluid environment
High level of integrity and confidentiality required
Preferred
2+ years of experience in mortgage industry preferred
Experience with Point software preferred
Company
CMG Financial
CMG Financial is a well-capitalized, privately held mortgage-banking firm.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Paula White
Senior Vice President,Senior Loan Officer
Christopher George
President
Recent News
2025-12-09
2025-12-02
2025-11-04
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