Loan Officer Assistant

Summary

Join Orchard as a Loan Officer Assistant and play a key role in providing a best-in-class mortgage experience. Support Loan Officers by preparing and structuring loan files, managing document requests, and ensuring smooth file processing. This high-impact role demands exceptional organizational skills, a customer-focused approach, and the ability to thrive in a fast-paced environment. You will collaborate with a team to help buyers navigate the financing process. This full-time position reports to the Mortgage Sales Manager and offers remote work options in several states. The role involves managing leads, reviewing loan applications, acting as a customer contact point, and coordinating with internal and external teams.

Requirements

• 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
• 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

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

Preferred Qualifications

Experience with LOS platforms such as BytePro