Production Associate III – Sonterra
Join Our Legacy Team

Legacy Mutual Mortgage is an outstanding full service residential mortgage lender originating, underwriting and closing conventional, jumbo, FHA, VA and USDA mortgage loans. In business since 2005, we are dedicated to meeting the home loan needs of individual homebuyers while working with our real estate partners in Texas (San Antonio, Austin, College Station, Coppell, Dallas, Frisco, Houston, Fort Worth, Boerne, New Braunfels, Denton, & Schertz), Tennessee (Brentwood and Franklin) and Colorado (Denver). Our team members are the key to Legacy’s success, and we are looking for highly motivated, qualified individuals to join our talented team.

We are currently seeking a Production Associate III for our San Antonio, TX – Sonterra location.

  • Location: 300 E Sonterra Blvd, Bldg. 4, Suite 460, San Antonio, TX 78258
  • Position Type: Full-Time
  • Schedule: Monday – Friday, 8:00 – 5:00, Days and/or hours may vary and/or subject to change based on client need.
Job Description

The Production Associate III will be an extension of the loan originator by managing new and existing leads.  The Production Associate III must be able to prequalify borrowers while discussing all loan terms and conditions.  The position requires skills surrounding time management, communication, follow up, organization and a working knowledge of borrower qualification and required documentation for all major loan programs.

Essential Functions Include:
  • Acts as an extension of the loan originator, attends functions with the loan originator, and assists the loan originator with other administrative and/or sales duties.
  • Manage and follow up with all new and existing leads in a timely and accurate manner.
  • Prequalifies clients to include discussing rate, terms and/or financial options.
  • Provides needs list of all items for a complete loan application.
  • Prepares pre-qualification/pre-approval/commitment letters.
  • Enter loan application and disclosures information into a loan origination system.
  • Meets with clients to sign Loan Application and Disclosures.
  • Prices and locks all loans through origination system.
  • Understands and researches all investor guidelines and is up-to-date in any and all program changes that affect the processing or originating of loans in pipeline.
  • Submits complete files to Productions Associate II based on Investor and/or AUS requirements to get ready for submission to Underwriting.
  • Communicates to Production Associate II all information pertaining to client and/or property to meet file expectations.
  • Communicates loan approval by sending pre-approval/commitment letters to all parties involved in transaction.
  • Responsible for once-a-week follow up calls/status calls to all parties involved in transaction (Clients, Realtors, Builder, etc.).
  • Tracks and manages new leads and follows up on referral business.
  • Sends out correspondence – thank you cards, closing cost calculators, etc.
  • Coordinate closing details with Client – final payment, rate, cash to close, etc.
  • Assist the Loan Originator with other administrative and/or sales duties as needed.
  • May perform other duties as assigned.
Desired Skills and Experience
  • High school diploma or equivalent.
  • Minimum five years of mortgage, processing, underwriting, originating experience or a combination of all aspects.
  • Bilingual in Spanish preferred.
  • Must be eligible for NMLS registration and licensing, or currently have an active Loan Origination NMLS.
  • Must be able to work 40 hours a week during normal business hours.
  • Must be proficient in Word, Excel, and Outlook applications.
  • Proficient in DU/DO, LP, and major Origination systems.
  • Must have excellent verbal and written communications skills.
  • Must have a positive attitude.
  • Must be dependable, self-motivated and require minimal supervision.
  • Proficient with major correspondent and wholesale channels and their guidelines.
  • Must maintain regular attendance.

We offer competitive and outstanding benefits for our full-time employees that include the following: paid medical premiums for employees, Dental, Vision, Short and Long Term Disability, Life, AD&D, 401(k) with Company match and paid time off.

Legacy Mutual Mortgage is a drug-free workplace and requires pre-employment drug testing. Please note Legacy Mutual Mortgage does not hire tobacco or nicotine users. Currently Legacy Mutual Mortgage does not provide sponsorship for new hires. Only qualified candidates will be contacted. No telephone calls please. For more information about our Company, please visit our website at

Only those candidates who meet the minimum requirements need apply.

To Apply

Please go to:

Legacy Mutual Mortgage is an Equal Opportunity/Affirmative Action Employer.


Legacy Mutual Mortgage is a “Best Places to Work” Winner!

Within the first few moments of speaking to our Legacy family of employees, you will sense their pride & bravado in their place of work. Perhaps the best measure of their sentiment towards their employer has been displayed by their votes alone garnering Legacy Mutual Mortgage a win in 2015, 2016 and 2017 San Antonio Business Journal’s “Best Places to Work” competition. In 2016, Legacy employee’s survey results earned us the top spot amongst all Large Employers in the Alamo City! In 2017 we added “Top Workplace” Honors in our Legacy Austin, Fort Worth, Nashville and San Antonio Branches (from various additional local publications and competitions). We invite you to start your Legacy today by joining this top-performing, award-winning team of skilled loan professionals.