Thrift institutions capitalized on the rebound in second quarter mortgage production to pad their mortgage investment portfolios, according to data from the Office of Thrift Supervision. Thrift mortgage originations jumped 38.5 percent from the first quarter to the second, climbing to $180.4 billion, the OTS reported. Nearly 90 percent of the industry’s production was done by the 50 largest thrifts, which reported $161.6 billion in originations,…