Loan Originator Assistant

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Cardinal Financial Consulting

WebsiteLinkedInAll Job Openings

2 - 10 employees

Founded 2021

💼 Consulting

💸 Finance

🤝 B2B

Consulting • Finance • B2B

Cardinal Financial Consulting is a founder-led financial services firm that provides forensic accounting, fractional CFO services, and bookkeeping aimed at growth-stage entrepreneurs and businesses preparing for scaling, M&A, or due diligence. The firm emphasizes transparent pricing, senior-led oversight (led by CEO Ryan Yates with 18 years in alternative investments), and services such as forensic readiness, valuation & damages, tax planning, and clean financial records to support strategic decisions and legal/transactional scrutiny. They position themselves between large firms and junior bookkeepers, offering recurring bookkeeping and monthly CFO engagements as well as hourly forensic work.

📋 Description

• 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 in progress to Loan Originator/Production Team or Leadership as well as the Client. • Communicates status updates and appropriately escalate issues and opportunities to meet the needs of clients and homeowners. • Assists clients with the utilization of the Origination system (Octane). • Collect and submit/file vendor validations from borrowers. • Maintains a positive working relationship with internal departments and external contacts. • Processes borrower documents in an accurate and timely manner following proper internal protocol and procedures. • Performs specific tasks assigned by Loan Originator or Production Leader. • Communicates and partners closely with Operations to ensure a smooth and accurate loan process. • Schedules new leads and appointments and calls with clients as needed. • Responds to client’s questions and concerns in a timely manner in accordance with team/department SLA expectations. • Performs a variety of research and administrative duties in support of the Loan Originator/Production Team. • Ensures loan Turn Time requirements are achieved.

🎯 Requirements

• High school diploma or GED is required. • 1-3 Years experience in Customer Service/Customer-Facing role is preferred. • 0-2 Years experience working within the Mortgage Industry is preferred. • Basic understanding of financial documents i.e. assets, income, and credit is preferred. • Ability to effectively manage multiple demands and competing priorities. • Ability to adapt well to change, take direction, and comprehend training. • Fast-paced individual with exceptional analytical and computer skills. • Demonstrated ability to thrive in a multi-faceted, fast paced, ever changing environment. • Detail oriented with excellent verbal and written communication skills. • Demonstrated organizational skills. • Ability to work closely within a team structure. • Working knowledge of Microsoft Suite, specifically Word and Excel. • Working knowledge of Encompass software system a plus. • Ability to execute and interpret AUS, evaluate findings, and work accordingly.

🏖️ Benefits

• Full Benefits, beginning the first day of the month following your start date, including – Medical, Dental, Vision, Life, Disability Insurance, and much more • Generous paid time off package that also includes all major holidays • 401(k) w/ 50% match up to a maximum employee contribution of 5% - Beginning the 1st of the month following 30 days of employment