Loan Officer Assistant at Orchard

San Diego, California, United States

Orchard Logo
Not SpecifiedCompensation
Junior (1 to 2 years)Experience Level
Full TimeJob Type
UnknownVisa
Real Estate, MortgageIndustries

Requirements

  • Exceptional organizational skills
  • Customer-focused mindset
  • Ability to thrive in a fast-paced, evolving environment
  • Detail-oriented

Responsibilities

  • Support assigned Loan Officers in managing their leads pipeline and workflows
  • Prepare and review loan applications and files for completeness and compliance
  • Act as the main owner for Orchard’s Equity Advance loan product, including preparing financials and pre-approving loans
  • Serve as a point of contact for customers, answering questions, collecting documentation, and providing updates
  • Work with internal teams (processors, underwriters, closers) to ensure efficient file movement
  • 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

Skills

Key technologies and capabilities for this role

Loan ProcessingMortgage ComplianceDocument ManagementPipeline ManagementCustomer CommunicationOrganizational Skills

Questions & Answers

Common questions about this position

Is this position remote, and which states are eligible?

Yes, this is a remote position available in AZ, CO, CT, FL, GA, MD, MI, NC, NV, TX, WA, and CA.

What is the salary for the Loan Officer Assistant role?

This information is not specified in the job description.

What skills are required for this Loan Officer Assistant position?

The role requires exceptional organizational skills, a customer-focused mindset, the ability to thrive in a fast-paced evolving environment, and being detail-oriented.

What is the company culture like at Orchard?

Orchard offers a fast-paced, evolving environment with a focus on delivering best-in-class customer experiences, supported by top-tier investors and recognition as a best place to work by Crain's, Inc. 5000, Glassdoor, Parity.org, and Built In.

What makes a strong candidate for the Loan Officer Assistant role?

Strong candidates demonstrate exceptional organizational skills, a customer-focused mindset, detail-orientation, and the ability to thrive in a fast-paced environment, as these are the key requirements listed.

Orchard

Streamlines home buying and selling process

About Orchard

Orchard operates in the residential property market, focusing on making the process of buying and selling homes more efficient and less stressful for clients. Their main service is the 'Move First' approach, which allows clients to purchase a new home before selling their current one, alleviating the pressure of coordinating both transactions. This is supported by a guaranteed back-up offer that provides security for sellers. Additionally, Orchard offers free home valuations that are claimed to be 30% more accurate than typical valuations, helping clients understand property values better. Unlike traditional real estate agencies, Orchard's unique services and focus on client convenience may allow them to charge a premium for their offerings. The goal of Orchard is to simplify the home buying and selling experience, making it more accessible and less daunting for individuals and families.

New York City, New YorkHeadquarters
2017Year Founded
$228.6MTotal Funding
SERIES_DCompany Stage
Real EstateIndustries
501-1,000Employees

Benefits

Comprehensive benefits - We offer medical, vision, and dental benefits for employees and dependents, with some plans fully sponsored by Orchard.
Paid parental leave - We offer new parents up to 18 weeks paid leave to bond with their newborns—plus a customized one-month transition period to ease into life as a working parent.
Paid family leave - We offer up to 10 weeks paid leave for employees who need to care for sick family members.
Flexible paid time off - We count your contributions, not vacation days. Take the time you need to recharge and refresh.
Team events - From monthly town hall meetings to team lunches and gatherings outside of the office, we make time to celebrate wins and unwind together.
Paid industry certification - We cover dues on licenses and renewal fees for brokers, realtors, and more.

Risks

Rising interest rates could deter potential homebuyers, impacting Orchard's core business.
iBuying platforms like Opendoor pose competitive threats to Orchard's 'Move First' approach.
Expansion into new markets may strain Orchard's resources and operational capabilities.

Differentiation

Orchard's 'Move First' approach allows clients to buy before selling their current home.
They offer free home valuations claimed to be 30% more accurate than competitors.
Orchard provides a comprehensive suite of vendor partner services for home improvement.

Upsides

Orchard ranks in the top 10 fastest-growing real estate companies in the U.S.
Expansion into Arizona, Oregon, and Washington opens new market opportunities.
Increased demand for digital real estate transactions aligns with Orchard's tech-driven model.

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