Loan Officer Assistant
Company | Orchard |
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Location | San Diego, CA, USA |
Salary | $Not Provided – $Not Provided |
Type | Full-Time |
Degrees | |
Experience Level | Junior, 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