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Loan Officer Assistant

Loan Officer Assistant

CompanyOrchard
LocationSan Diego, CA, USA
Salary$Not Provided – $Not Provided
TypeFull-Time
Degrees
Experience LevelJunior, Mid 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