New Penn Financial

Retail Production Assistant (New Penn Financial)

Job Locations US-CA-Costa Mesa
Job ID





Founded in 2008, New Penn Financial has become a leading nationwide lender by bringing together expertise, exceptional customer service, and extremely competitive rates on a broad offering of mortgage products (including Fannie Mae, Freddie Mac, Ginnie Mae, HUD, FHA, VA, USDA, and our portfolio products).  New Penn is licensed in 48 states plus the District of Columbia.   


Primary Function

The Production Assistant contacts potential customers to discuss to establish their interest in New Penn’s products.  Any interested customers will then be transferred to a licensed Mortgage Consultant. Production Assistants are trained on what they can discuss with potential consumers based on their licensing status along as it relates to state and federal laws.



  • Participates and completes all New Penn training & skills development programs
  • Contacts and transfers customers interested in New Penn products to licensed Mortgage Consultants
  • Ensures compliance to state and federal policies during all contacts with potential customers
  • Completes customer transfer forms
  • Studies applicable material and pass state licensing examinations of one per month
  • Performs related duties as assigned by supervisor



Education and Experience Requirements  

  • Two year (2) college degree preferred or equivalent experience

Knowledge, Skill and Ability Requirements  

  • Persuasive, selling communication skills
  • Connect quickly with people in an outgoing, friendly manner
  • Complete work quickly and accurately
  • Be effective in a fast-paced environment
  • Attention to detail
  • Careful decision-making skill with ability to follow policy & avoid mistakes
  • Speak, write, listen and organize well
  • Work independently with minimal supervision





New Penn Financial, LLC is an Equal Opportunity Employer and Equal Opportunity Lender.


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