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