Production Assistant

Key Responsibilities

• Complete Opt Out
• Rename and organize client docs in Encompass E folder
• Add Custom Questions to BN Touch
• Accept docs in Floify or reject if not legible, etc.
• Email total number of applications every Sunday
• Upload Stripe for credit payment to Encompass
• Send text through BN Touch for anyone who has NOT paid Stripe
• Add to “App Received” campaign in BN Touch

• Add new contacts in BN Touch/Floify
• Pre-Process: order title, appraisal, insurance
• Update milestone in BN Touch to “Under Contract”

• Update important information in BN Touch, notes, etc.
• Add servicing info in BN Touch once available
• Add client favorites info to BN Touch

• Add to BN Touch with notes and MMI numbers
• Add to Lender Logix, Encompass Contacts, BombBomb agent list
• Add to social media

• Create campaigns in BN Touch for events to send blast emails and texts
• Create Eventbrite events with RSVP information

• Add new leads to BN Touch with notes
• Email weekly reports on total number of new leads
• List leads who have NOT applied yet from the weekly new lead batch
• Send follow-up in Floify to all leads who have started an app but not completed it

Skills, Knowledge and Expertise

Qualifications

• 1–2 years of administrative, production, or loan support experience (mortgage industry preferred)
• Familiarity with Encompass, Floify, BN Touch, or similar CRM systems
• Strong attention to detail and accuracy Excellent written and verbal communication skills
• Ability to manage multiple priorities in a fast-paced environment
• Highly organized and proactive
• Comfortable with data entry, tracking, and follow-up
• Collaborative team player with a client-focused mindset
• Eager to learn and support multiple stages of the loan process

Benefits

• Above market salary
• HMO on Day 1 for principal and two dependents
• Government-mandated benefits
• Performance-based Incentives
• Quarterly Company Events
• 1,000 PHP De Minimis
• Equipment and software provided

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