This one’s more “sales support + pipeline wrangler” than pure dialing-for-dollars. You’re basically the Loan Originator’s right hand: keeping files moving, chasing docs, updating the system, and keeping the borrower calm while the machine does what the machine does.
About Cardinal Financial
Nationwide direct mortgage lender with proprietary tech (Octane) and a “push past good enough” culture.
Schedule
- Remote
- Deadline-driven, pipeline-based work
- You’ll live inside their systems (Octane + CRM, maybe Encompass)
- Lots of borrower touchpoints, status updates, and internal coordination
What You’ll Do
- Review loan apps, supporting docs, and credit auth
- Document every client convo in the LOS and follow up through the CRM
- Provide daily/weekly file status updates to the LO/team and to the borrower
- Escalate issues early so files don’t die in the weeds
- Help borrowers use Octane (passwords, steps, uploads, etc.)
- Collect/submit vendor validations and borrower docs
- Process documents accurately and fast, following internal protocols
- Schedule appointments/calls with new leads and active borrowers
- Partner with Ops (processing/underwriting/closing) to keep turn times on track
- Handle research + admin tasks tied to deadlines
- Keep turn time and SLA expectations
What You Need
- HS diploma/GED required
- 1–3 years customer-facing experience preferred
- 0–2 years mortgage experience preferred (so they’ll train the right person)
- Basic understanding of income/assets/credit preferred
- Strong multitasking, organization, and attention to detail
- Solid written + verbal communication
- Microsoft Word/Excel working knowledge
- Encompass familiarity is a plus
- Bonus if you can interpret AUS findings and work the conditions (that’s real value)
Pay range
- $33,000–$52,000 base (depending on experience, etc.)
My straight take
- This is the better “mortgage entry” job if you want stability and skills without being on a full sales hamster wheel.
- The pressure is different: not rejection, but deadlines, accuracy, and juggling 30 things at once while borrowers ask the same question 6 times.
- If you’re naturally organized and you like “move the ball down the field” work, this is a strong lane. If you hate admin detail, you’ll drown.
Action move
If you want to apply, I’ll write you:
- a tight resume summary for LOA (transferable skills from customer service/admin/compliance), and
- a 4–6 sentence “Why I’m interested” response that sounds human and hits their buzzwords (pipeline, SLA, documentation, Octane/CRM comfort).
Happy Hunting,
~Two Chicks…