Production Assistant
NightOwl Consulting
Remote, Worldwide
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,...
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