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Loan Officer Assistant

Loan Officer Assistant

CompanyOrchard
LocationWashington, USA, Texas, USA, Florida, USA, Waterbury, CT, USA, Nevada, USA, Georgia, USA, Arizona, USA, Colorado, USA, Maryland, USA, North Carolina, USA, Michigan, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelMid Level

Requirements

  • Must be NMLS Licensed and willing to get licensed in the states you will operate in
  • 2+ years of experience in a loan officer assistant, loan processor, or similar support role
  • Strong working knowledge of purchase loan products and minimum documentation guidelines including Conventional, FHA, and VA
  • Working knowledge of credit reports and how to read them
  • Excellent communication skills, both written and verbal
  • A customer-first mindset with a desire to provide white-glove service
  • Strong attention to detail and ability to manage multiple priorities
  • A proactive approach to solving problems and moving work forward
  • Experience working in a fast-paced, collaborative environment
  • High degree of integrity and professionalism

Responsibilities

  • Support assigned Loan Officers in managing their leads pipeline and workflows
  • Prepare and review loan applications and files for completeness and compliance prior to submission to processing
  • Act as the main owner for Orchard’s Equity Advance loan product including preparing the financials sheet for customers and pre-approving the Equity Advance loan
  • Serve as a point of contact for customers at specific points of the loan process to answer questions, collect documentation, and provide updates
  • Work with internal teams including processors, underwriters, and closers to ensure files move efficiently toward established close and contingency dates
  • Input and maintain accurate data in the loan origination system (LOS) and CRM
  • Proactively communicate with real estate agents, title companies, and third parties to coordinate timelines and documentation
  • Ensure an excellent customer and partner agent experience by delivering timely, professional, and clear communication

Preferred Qualifications

  • Experience with LOS platforms such as BytePro preferred