Document Intake Specialist
Location Remote
Job Code 33596
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Who We Are:

Cardinal Financial is a nationwide direct mortgage lender that focuses on creating solutions for our borrowers, partners, and employees—to provide the very best experience. We are genuine and hard-working individuals who are not scared to improve and intentionally push beyond what is considered “good enough.”

Looking to join a company that values its people, innovates and expands on its proprietary technology, and is growing at a ridiculous rate?! Apply below!

What You Need:

  • High School Diploma/GED and comparable work experience
  • Familiarity with mortgage process and mortgage documents
  • Detailed and multifaceted individual
  • Urgency and initiative to accomplish big things
  • Work independently or in a team setting

What You Will Do:

  • Analyze incoming wholesale loan submission and perform essential document verification, document parsing, placement of documents for underwriting review and updating our system on behalf of the originator.
  • Evaluate whether documents correspond to condition required and ensure placement within system location
  • Create appropriate documents location and parsing documents as applicable
  • Update system application to reflect corresponding jobs or income and self-employment
  • Ensure file submissions are within quoted service level agreements
  • Process documents quickly and accurately to ensure audit procedures are followed
  • Oversee always doing the right thing for customers and colleagues, and ensure that personal actions and behaviors promote a positive culture for Cardinal teammates and a positive customer experience
  • Support and Model the culture of Cardinal Financial
  • Working knowledge of mortgage-related software; learn and comprehend our proprietary software, Octane
  • Extended and weekend work hours may be required during peak times

What We Offer:

  • Strength, Stability, and Vision
  • Great compensation package
  • Opportunity for career growth
  • A commitment to be a relevant market leader - we are aiming for the top!
  • Octane, our engineered proprietary technology helps provide the best mortgage experience possible
  • An empowered culture where your ideas are important and your voice matters
  • Great benefits package and 401K w/ 50% match up to a maximum employee contribution of 5%- Beginning the 1st of the month following 30-days of employment
  • Sales incentive programs and rewards.

Cardinal Financial is an Equal Opportunity Employer. We respect and aim to empower individuals and support the diverse cultures, perspectives, skills and experiences within our workforce.