Be the glue that keeps the loan process moving and the client experience smooth. You’ll support Loan Originators by managing pipeline tasks, communicating with borrowers, and keeping every file organized and on track.
About Cardinal Financial
Cardinal Financial is a nationwide direct mortgage lender focused on delivering a better borrower experience through people-first service and proprietary technology. Their in-house origination platform, Octane, powers a faster, more organized loan process while the team drives the personal touch.
Schedule
• Remote role within the Consumer Direct team
• Sales-support environment supporting a designated Loan Originator/Production Team
• Deadline-driven work with team SLAs for responsiveness and turnaround times
What You’ll Do
• Review loan applications, supporting documents, and credit authorizations
• Document client conversations and follow-ups in loan origination software and CRM
• Provide file status updates to the Loan Originator/Production Team and to clients
• Make outbound calls to borrowers and schedule leads/appointments as needed
• Help clients navigate the Octane origination system
• Collect, submit, and file vendor validations and borrower documentation
• Process borrower documents accurately and on time, following internal protocols
• Partner with Operations to keep the loan process smooth and compliant
• Escalate issues and opportunities proactively to meet client needs
• Support research and administrative tasks and help ensure turn-time requirements are met
What You Need
• High school diploma or GED
• 1–3 years customer service/customer-facing experience (preferred)
• 0–2 years mortgage industry experience (preferred)
• Basic understanding of financial documents (income, assets, credit)
• Strong organization, attention to detail, and clear written/verbal communication
• Ability to juggle multiple priorities in a fast-paced, changing environment
• Working knowledge of Microsoft Word and Excel
• Bonus points: Encompass experience, ability to execute/interpret AUS findings
Benefits
• Base salary range: $33,000–$52,000 (based on experience, skills, and credentials)
• Full benefits (medical, dental, vision, life, disability, and more) starting the 1st of the month after your start date
• Generous PTO plus major holidays
• 401(k) with 50% match (eligible starting the 1st of the month after 30 days of employment)
• Career growth opportunities and a tech-forward environment powered by Octane
If you’re detail-obsessed, calm under pressure, and like being the person who keeps everyone moving in the same direction, apply now.
This role rewards people who follow through, communicate clearly, and keep the pipeline clean.
Happy Hunting,
~Two Chicks…