Loan Officer Assistant

Orchard; San Diego (CA); Remote; USD 50,000 - 90,000; Full time

Job summary

An innovative firm is seeking a detail-oriented Loan Officer Assistant to enhance the mortgage experience for customers. In this full-time role, you'll support Loan Officers by managing loan files, ensuring compliance, and facilitating communication with clients and real estate agents. This position offers the flexibility of remote work across multiple states, making it ideal for those who thrive in a fast-paced environment. Join a collaborative team dedicated to providing exceptional service and help buyers navigate the financing process with confidence and ease.

Qualifications

• 2+ years of experience in a loan officer assistant or similar role.
• Strong knowledge of FHA, VA, and Conventional loan products.

Responsibilities

• Support Loan Officers in managing leads and workflows.
• Prepare loan applications for compliance and submission.

Skills

NMLS Licensed

Loan Processing

Customer Service

Communication Skills

Attention to Detail

Problem Solving

Education

High School Diploma

NMLS License

Tools

Loan Origination System (LOS)

CRM Software

BytePro

Job description

Orchard is radically simplifying the way people buy and sell their homes. For the average American, the home purchase and sale process takes months, creates anxiety, and is filled with uncertainty and hassle. Orchard has reimagined the end-to-end experience of buying and selling, from innovative home search tools to find the perfect home to the ability to buy a new home before selling your current one. Orchard customers manage the entire experience through a personalized online dashboard, while also getting the support of best-in-class Orchard real estate agents.

Headquartered in New York City with teammates across the US, Orchard has 150+ full time employees and 400+ real estate agents (1099). We have financing from top-tier investors including Revolution, Firstmark, Accomplice, Navitas and Juxtapose, who have also backed the likes of Pinterest, AirBnb, Shopify and Sweetgreen. We're proud to have been recognized by Crain's, Inc. 5000, Glassdoor, Parity.org and Built In on their lists of best places to work.

About the Role

As aLoan Officer Assistant at Orchard, you will play a key role in helping our Loan Officers deliver a best-in-class mortgage experience to our customers. You will support our Loan Officers by preparing and structuring loan files, managing document requests, supporting communication with real estate agents, clients, and partners, and ensuring files move quickly and smoothly through the pipeline.

This is a high-impact, detail-oriented role that requires exceptional organizational skills, a customer-focused mindset, and the ability to thrive in a fast-paced, evolving environment. You’ll be part of a collaborative team helping buyers navigate the financing process with ease and confidence.

This is a full-time role that reports to the Mortgage Sales Manager and can be fully remote in the following locations: AZ, CO, CT, FL, GA, MD, MI, NC, NV, TX, WA, CA.

What You'll Do Here:

• 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

We'd love to hear from you if you have:

• 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
• Experience with LOS platforms such as BytePro preferred
• 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

Orchard is proud to be an equal opportunity employer. We provide employment opportunities without regard to age, race, color, ancestry, national origin, religion, disability, sex, gender identity or expression, sexual orientation, veteran status, or any other protected status in accordance with applicable law.

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