<h2>Who We Are:</h2><p>Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees—to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered “good enough”</p><p>Looking to join a growing company that values its people, innovates, and expands on its proprietary technology? Apply below!</p><h2>Who We Need:</h2><p>The Loan Originator Assistant (LOA) works alongside a designated Loan Originator or Production Team in a sales environment to provide support to Customers, Loan Originators, Production Leaders, and Operations partners. This position is responsible for providing mortgage assistance such as out-bound calls to clients, income calculation, and other miscellaneous administrative deadline-based tasks. The LOA assists Mortgage Loan Originators with managing their pipelines while providing superior customer service by maintaining consistent communication with clients and assisting them through specific workflows.</p><h2>What You Will Do:</h2><ul><li>Reviews loan application, supporting documentation, and credit authorization. </li><li>Keeps current understanding of all loan program guidelines, pricing, policies and procedures. </li><li>Documents all client conversations in loan origination software with timely follow up in CRM. </li><li>Provides daily/weekly status of files in progress to Loan Originator/Production Team or Leadership as well as the Client.</li><li>Communicates status updates and appropriately escalates issues and opportunities to meet the needs of clients and homeowners.</li><li>Assists clients with the utilization of the Origination system (Octane).</li><li>Collect and submit/file vendor validations from borrowers. </li><li>Maintains a positive working relationship with internal departments and external contacts.</li><li>Processes borrower documents in an accurate and timely manner following proper internal protocol and procedures.</li><li>Performs specific tasks assigned by Loan Originator or Production Leader.</li><li>Communicates and partners closely with Operations to ensure a smooth and accurate loan process.</li><li>Schedules new leads and appointments and calls with clients as needed.</li><li>Responds to client’s questions and concerns in a timely manner in accordance with team/department SLA expectations.</li><li>Performs a variety of research and administrative duties in support of the Loan Originator/Production Team.</li><li>Ensures loan Turn Time requirements are achieved.</li></ul><h2>What You Need:</h2><ul><li>High school diploma or GED is required. </li><li>1-3 Years experience in Customer Service/Customer-Facing role is preferred.</li><li>0-2 Years experience working within the Mortgage Industry is preferred.</li><li>Basic understanding of financial documents i.e. assets, income, and credit is preferred.</li><li>Ability to effectively manage multiple demands and competing priorities. </li><li>Ability to adapt well to change, take direction, and comprehend training.</li><li>Fast-paced individual with exceptional analytical and computer skills. </li><li>Demonstrated ability to thrive in a multi-faceted, fast paced, ever changing environment. </li><li>Detail oriented with excellent verbal and written communication skills.</li><li>Demonstrated organizational skills.</li><li>Ability to work closely within a team structure.</li><li>Working knowledge of Microsoft Suite, specifically Word and Excel.</li><li>Working knowledge of Encompass software system a plus.</li><li>Ability to execute and interpret AUS, evaluate findings, and work accordingly.</li></ul><h2>What We Offer:</h2><ul><li>Strength, Stability, and Vision</li><li>Great compensation package</li><li>Opportunity for career growth</li><li>A commitment to be a relevant market leader - we are aiming for the top!</li><li>Octane, our engineered proprietary technology that is transforming the mortgage industry</li><li>An empowered culture where your ideas are important and your voice matters</li><li>Full Benefits, beginning the first day of the month following your start date, including – Medical, Dental, Vision, Life, Disability Insurance, and much more</li><li>Generous paid time off package that also includes all major holidays</li><li>401K w/ 50% match - Beginning the 1st of the month following 30 days of employment</li></ul><p><i>Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills, and experiences within our workforce.<span> California residents click here to review </span></i><a href="https://www.cardinalfinancial.com/employee-privacy-policy/?_ga=2.105458695.544023229.1675702293-1034136305.1649100564"><span style="color:rgb(22,145,121);"><i><span>Cardinal's California Employee Privacy Policy & Notice at Collection</span></i></span></a><i><span>. The expected base salary for this position ranges from thirty three thousand dollars to fifty two thousand dollars, determined based on the applicant's experience, skillset, education, training, certificates, and licenses.</span></i></p>