Production Assistant

The Production Assistant supports the mortgage operations team by managing client files, updating loan milestones, organizing documentation, and ensuring smooth coordination across systems such as Encompass, BN Touch, and Floify. This role plays a key part in maintaining accuracy and efficiency from loan application to post-close, as well as supporting marketing and lead management activities.Key Responsibilities

New Apps

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

Under Contract

Add new contacts in BN Touch/Floify

Pre-Process

order title, appraisal, insurance

Update milestone in BN Touch to “Under Contract”

Post Close

Update important information in BN Touch, notes, etc.

Add servicing info in BN Touch once available

Add client favorites info to BN Touch

New Agent

Add to BN Touch with notes and MMI numbers

Add to Lender Logix, Encompass Contacts, BombBomb agent list

Add to social media

Marketing

Create campaigns in BN Touch for events to send blast emails and texts

Create Eventbrite events with RSVP information

Leads

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

Originally posted on Himalayas