Mortgage Loan Originator Assistant: Growth & Support

Cardinal Financial Company; Dallas (TX); On-site; USD 33,000 - 52,000; Full time

Benefits offered by this job

Great compensation package

Career growth

401(k) with 50% match

Full benefits starting day one

Job summary

Cardinal Financial Company in Dallas, TX, is seeking a Loan Originator Assistant to support loan origination activities and client communications. You will help with outbound calls, income calculations, and administrative tasks to keep files moving efficiently.

The role requires excellent communication, multitasking, and teamwork, with preference for an NMLS license and mortgage industry exposure. Employment offers full benefits, a strong compensation package, and growth opportunities.

Qualifications

• High school diploma or GED is required.
• NMLS license preferred.
• 1-3 years experience in a customer service/customer-facing role is preferred.
• 0-2 years experience working within the mortgage industry is preferred.
• Basic understanding of financial documents (assets, income, credit) is preferred.
• Ability to manage multiple demands and competing priorities.
• Ability to adapt to change, take direction, and complete training.

Responsibilities

• Reviews loan application, supporting documentation, and credit authorization.
• Keeps current understanding of all loan program guidelines, pricing, policies and procedures.
• Documents all client conversations in loan origination software with timely follow up in CRM.
• Provides daily/weekly status of files to Loan Originator/Production Team and clients.
• Communicates status updates and escalates issues to meet client needs.
• Assists clients with the use of the Origination system (Octane).
• Collects and submits vendor validations from borrowers.
• Maintains a positive working relationship with internal/external contacts.
• Processes borrower documents accurately and timely following internal procedures.
• Performs tasks assigned by Loan Originator or Production Leader.
• Collaborates with Operations to ensure smooth loan processes.
• Schedules new leads and appointments and calls with clients as needed.
• Responds to client questions in a timely manner per SLA.
• Performs research and administrative duties in support of the team.
• Ensures loan Turn Time requirements are achieved.

Skills

Customer Service

Multitasking

Communication

Teamwork

Education

High school diploma or GED

Tools

Microsoft Word

Microsoft Excel

Encompass

Job description

Cardinal Financial Company in Dallas, TX, is seeking a Loan Originator Assistant to support loan origination activities and client communications. You will help with outbound calls, income calculations, and administrative tasks to keep files moving efficiently.

The role requires excellent communication, multitasking, and teamwork, with preference for an NMLS license and mortgage industry exposure. Employment offers full benefits, a strong compensation package, and growth opportunities.