制作助理
Production Assistant
设计市场运营职能支持未标注地域
公司NightOwl Consulting
薪资未公开
工作地点Worldwide
地域资格未标注地域
时区要求日间重叠约 9 小时，基本正常作息
用工类型Full Time
发布时间12 天前
数据来源Himalayas
生产助理通过管理客户文件、更新贷款里程碑、整理文件以及确保Encompass、BN Touch和Floify等系统之间的顺畅协作，支持抵押贷款运营团队。该职位在从贷款申请到贷后管理的整个过程中发挥关键作用，同时支持市场推广和潜在客户管理活动。
主要职责
新应用
- 完成退出操作
- 在Encompass E文件夹中重命名并整理客户文件
- 在BN Touch中添加自定义问题
- 在Floify中接受文件或拒绝不可辨认的文件等
- 每周日发送申请总数的邮件
- 将信用卡支付上传至Encompass
- 通过BN Touch向未支付信用卡的人员发送短信
- 将其添加至“申请已收到”活动中的BN Touch
签约中
- 在BN Touch/Floify中添加新联系人
- 预处理：订购产权、评估、保险
- 在BN Touch中将里程碑更新为“签约中”
贷后
- 在BN Touch中更新重要信息、备注等
- 一旦有服务信息，就在BN Touch中添加
- 在BN Touch中添加客户偏好信息
新经纪人
- 在BN Touch中添加并附上备注和MMI编号
- 添加至Lender Logix、Encompass联系人、BombBomb经纪人列表
- 添加至社交媒体
市场推广
- 在BN Touch中为活动创建活动以发送群发邮件和短信
- 在Eventbrite上创建带有报名信息的活动
潜在客户
- 将新潜在客户添加至BN Touch并附上备注
- 每周发送新潜在客户总数的邮件报告
- 列出每周新潜在客户批次中尚未申请的潜在客户
- 对所有已开始申请但未完成的潜在客户在Floify中发送跟进
技能、知识和专长
资格要求
- 1-2年行政、生产或贷款支持经验（抵押贷款行业优先）
- 熟悉Encompass、Floify、BN Touch或类似CRM系统
- 注重细节和准确性
- 优秀的书面和口头沟通能力
- 能够在快节奏的环境中管理多项优先任务
- 高度有条理且积极主动
- 擅长数据录入、跟踪和跟进
- 合作型团队成员，具有以客户为中心的思维
- 渴望学习并支持贷款流程的多个阶段
福利
- 薪资高于市场水平
- 首日即享HMO，覆盖主申请人和两名家属
- 政府规定的福利
- 绩效奖励
- 每季度公司活动
- 1000 PHP的最低福利
- 提供设备和软件
查看英文原文
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
本页面信息整理自 Himalayas，版权归原发布方所有。职位可能随时关闭，投递请以原始页面为准。
本站只做信息聚合展示，不参与招聘流程，也不向求职者收取任何费用。