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Orchard · 4 days ago

Loan Officer Assistant

United States

Full-time

Remote

Entry Level

2+ years exp

Orchard is a company that simplifies the home buying and selling process. The Loan Officer Assistant will support Loan Officers in delivering a top-notch mortgage experience, managing loan files, and ensuring smooth communication with clients and real estate agents.

Real EstateReal Estate InvestmentResidential

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

Qualification

NMLS licenseLoan processing experienceLoan productsLOS platformsCredit report analysisProfessionalismCommunicationCustomer-first mindsetAttention to detailProblem-solving approachCollaborative experienceIntegrity