Loan Originator Assistant

Cardinal Financial Consulting

Loan Originator Assistant supporting mortgage processes for Cardinal Financial in a remote capacity. Assisting with customer service and administrative tasks to enhance the mortgage experience.

Posted 7/28/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $33,000 - $52,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in loan processing and client communication, ensuring adherence to loan program guidelines and timely follow-up. Proficient in utilizing loan origination software and managing multiple priorities in a fast-paced environment.

Highest-signal resume keywords

Loan ProcessingCustomer ServiceMicrosoft SuiteEncompass SoftwareFinancial Document Analysis

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan Application ReviewCredit AuthorizationDocument ProcessingAUS ExecutionVendor Validation

Soft Skills

Detail OrientedExcellent CommunicationOrganizational SkillsTeam CollaborationAdaptability

Tools & Technologies

OctaneCRM SoftwareLoan Origination Software

Certifications & Qualifications

High School DiplomaGED

Industry Keywords

Mortgage IndustryLoan Program GuidelinesClient Relationship ManagementTurn Time Requirements

About the role

Key responsibilities & impact

Reviews loan application, supporting documentation, and credit authorization.
Keeps current understanding of all loan program guidelines, pricing, policies and procedures.
Documents all client conversations in loan origination software with timely follow up in CRM.
Provides daily/weekly status of files in progress to Loan Originator/Production Team or Leadership as well as the Client.
Communicates status updates and appropriately escalate issues and opportunities to meet the needs of clients and homeowners.
Assists clients with the utilization of the Origination system (Octane).
Collect and submit/file vendor validations from borrowers.
Maintains a positive working relationship with internal departments and external contacts.
Processes borrower documents in an accurate and timely manner following proper internal protocol and procedures.
Performs specific tasks assigned by Loan Originator or Production Leader.
Communicates and partners closely with Operations to ensure a smooth and accurate loan process.
Schedules new leads and appointments and calls with clients as needed.
Responds to client’s questions and concerns in a timely manner in accordance with team/department SLA expectations.
Performs a variety of research and administrative duties in support of the Loan Originator/Production Team.
Ensures loan Turn Time requirements are achieved.

Requirements

What you’ll need

High school diploma or GED is required.
1-3 Years experience in Customer Service/Customer-Facing role is preferred.
0-2 Years experience working within the Mortgage Industry is preferred.
Basic understanding of financial documents i.e. assets, income, and credit is preferred.
Ability to effectively manage multiple demands and competing priorities.
Ability to adapt well to change, take direction, and comprehend training.
Fast-paced individual with exceptional analytical and computer skills.
Demonstrated ability to thrive in a multi-faceted, fast paced, ever changing environment.
Detail oriented with excellent verbal and written communication skills.
Demonstrated organizational skills.
Ability to work closely within a team structure.
Working knowledge of Microsoft Suite, specifically Word and Excel.
Working knowledge of Encompass software system a plus.
Ability to execute and interpret AUS, evaluate findings, and work accordingly.

Benefits

Comp & perks

Full Benefits, beginning the first day of the month following your start date, including – Medical, Dental, Vision, Life, Disability Insurance, and much more
Generous paid time off package that also includes all major holidays
401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment