Posted today · be early

Production Assistant

NightOwl Consulting

WorldwideremotePosted 1 day ago

Skill Required

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Key highlights

Salary described as above market
1–2 years of administrative, production, or loan support experience required
Mortgage industry experience preferred
HMO on Day 1 for principal and two dependents
Performance-based incentives
Familiarity with Encompass, Floify, or BN Touch preferred

Role overview

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

Requirements

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