If you’re organized, people friendly, and you like keeping a fast moving pipeline under control, this role matters. You’ll support a Loan Originator or Production Team by keeping borrowers informed, documents moving, and deadlines protected.
About Cardinal Financial
Cardinal Financial is a nationwide direct mortgage lender focused on creating great experiences for borrowers, partners, and employees. They push beyond “good enough” and invest in proprietary technology like Octane to modernize the mortgage process. Their culture is built for self starters who take ownership.
Schedule
⦁ Remote
⦁ Sales support role with deadline based tasks and SLA expectations for response times
⦁ Base salary range: $33,000–$52,000 (based on experience, skills, and qualifications)
What You’ll Do
⦁ Review loan applications, supporting documents, and credit authorizations
⦁ Maintain working knowledge of loan program guidelines, pricing, policies, and procedures
⦁ Document client conversations in the loan origination system and follow up through CRM
⦁ Provide daily and weekly file status updates to the Loan Originator, team leadership, and clients
⦁ Communicate updates clearly, escalate issues early, and help keep the process moving
⦁ Assist clients with using the origination system (Octane)
⦁ Collect and file vendor validations and borrower documentation
⦁ Process borrower documents accurately and on time following internal protocols
⦁ Partner closely with Operations to ensure a smooth and accurate loan process
⦁ Schedule leads, appointments, and client calls as needed
⦁ Respond to client questions quickly and professionally within SLA expectations
⦁ Support research and administrative work that keeps pipeline turn times on track
⦁ Execute tasks assigned by the Loan Originator or Production Leader
What You Need
⦁ High school diploma or GED
⦁ 1–3 years customer service or customer facing experience preferred
⦁ 0–2 years mortgage industry experience preferred
⦁ Basic understanding of financial documents (income, assets, credit) preferred
⦁ Ability to manage competing priorities in a fast paced environment
⦁ Strong attention to detail, organization, and communication skills
⦁ Working knowledge of Microsoft Office, especially Word and Excel
⦁ Encompass experience is a plus
⦁ Ability to run and interpret AUS findings and work accordingly is a plus
⦁ Coachable, adaptable, and comfortable with change and training
Benefits
⦁ Full benefits beginning the first day of the month after your start date (medical, dental, vision, life, disability, and more)
⦁ Generous PTO plus major holidays
⦁ 401(k) with 50% match starting after 30 days, effective the first of the following month
⦁ Career growth opportunities in a stable, tech forward mortgage company
⦁ Empowered culture where your ideas and initiative matter
If you’re the “I’ll keep us on track” person who can still make borrowers feel taken care of, this is a solid remote lane.
Happy Hunting,
~Two Chicks…