Provides administrative and coordination support to mortgage loan officers by managing communications, appointments, loan pipelines, closing deadlines, customer information, email monitoring, sales meeting materials, continuing education, licensing requirements, and training support. The role coordinates among loan officers, customers, real estate agents, operations staff, insurance agents, and closing agents while maintaining restricted, read-only access to the Encompass system.
Overview
The Production Assistant will assist in the day to day operation of the branch.
The position is not authorized to conduct sales activities including, but not limited to offering or negotiating loan rates or terms, or counseling consumers about residential mortgage loan rates or terms. The Production Assistant shall have restricted access to the Encompass system including Read Only, print, and uploading of document capabilities.
Responsibilities- Provides proactive administrative support to MLOs.
- Facilitates and maintains relationship between the MLO, customer, real estate agent, operations staff, insurance agent, and closing agent. Answers phones, takes messages, and schedules appointments.
- Assists in managing the MLO’s pipeline and closing reports to ensure deadlines are met on all loans.
- Maintains and updates customer contact information.
- Keeps MLO current on company/industry information, including webinars and conference calls.
- Provides computer support and updates by monitoring email inbox while MLO is unavailable.
- Updates and distributes sales meeting guides and other tools available to MLOs.
- Coordinates continuing education and licensing requirements with MLO and compliance.
- Reviews training needs with MLO and provides support when needed.
- Performs other duties as assigned.
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What you need to know about the Boston Tech Scene
Boston is a powerhouse for technology innovation thanks to world-class research universities like MIT and Harvard and a robust pipeline of venture capital investment. Host to the first telephone call and one of the first general-purpose computers ever put into use, Boston is now a hub for biotechnology, robotics and artificial intelligence — though it’s also home to several B2B software giants. So it’s no surprise that the city consistently ranks among the greatest startup ecosystems in the world.
Key Facts About Boston Tech
- Number of Tech Workers: 269,000; 9.4% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Thermo Fisher Scientific, Toast, Klaviyo, HubSpot, DraftKings
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- Funding Landscape: $15.7 billion in venture capital funding in 2024 (Pitchbook)
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- Research Centers and Universities: MIT, Harvard University, Boston College, Tufts University, Boston University, Northeastern University, Smithsonian Astrophysical Observatory, National Bureau of Economic Research, Broad Institute, Lowell Center for Space Science & Technology, National Emerging Infectious Diseases Laboratories
