Cardinal Financial is hiring a Loan Originator Assistant (LOA) to support a Loan Originator or Production Team in a sales-driven mortgage environment. You’ll help manage the pipeline, keep borrowers moving, and keep the team organized, with a lot of communication, documentation, and deadline-based follow-through.
About Cardinal Financial
Cardinal Financial is a nationwide direct mortgage lender focused on building a better borrower experience through strong people and proprietary technology, including their loan origination system, Octane.
Schedule
- Full-time
- Remote
- Deadline-driven workflow supporting active loan pipelines and client SLAs
What You’ll Do
- Review loan applications, supporting documentation, and credit authorizations
- Stay current on loan program guidelines, pricing, policies, and procedures
- Document client conversations in loan origination software and complete timely follow-up in CRM
- Provide daily and weekly file status updates to the LO/Production Team, leadership, and clients
- Communicate updates, escalate issues, and flag opportunities to keep files on track
- Help clients use the origination system (Octane)
- Collect and submit vendor validations and borrower documentation
- Process borrower documents accurately and quickly, following internal protocols
- Partner closely with Operations to ensure a smooth loan process end to end
- Schedule leads, appointments, and client calls as needed
- Respond to borrower questions promptly within SLA expectations
- Complete research and administrative tasks to support pipeline movement
- Help ensure loan turn time requirements are consistently met
- Perform additional tasks assigned by the Loan Originator or Production Leader
What You Need
- High school diploma or GED required
- 1–3 years in a customer service or customer-facing role preferred
- 0–2 years in the mortgage industry preferred
- Basic understanding of financial documents (assets, income, credit) preferred
- Strong organization and the ability to juggle competing priorities in a fast-paced environment
- Detail-oriented with strong verbal and written communication
- Comfortable with change, taking direction, and learning new processes quickly
- Strong analytical and computer skills
- Working knowledge of Microsoft Word and Excel
- Encompass experience is a plus
- Ability to execute and interpret AUS findings and work accordingly
Benefits
- Competitive compensation
- Career growth opportunities
- Full benefits (medical, dental, vision, life, disability, and more) starting the first day of the month after your start date
- Generous PTO plus major holidays
- 401(k) with 50% match beginning the first of the month after 30 days of employment
- Company tech focus and an empowered culture where your ideas matter
- Expected base salary range: $33,000–$52,000 (based on experience and qualifications)
If you want the fastest path to a strong application here, tailor your resume bullets around: pipeline coordination, outbound borrower communication, document collection and review, CRM notes, deadline management, and any finance-adjacent paperwork you’ve handled.
Happy Hunting,
~Two Chicks…