Loan Officer Assistant (Hybrid, in office up to 3x per week)

Job Description

Job Description

Medical, Dental, Vision, Life, 401K match, PTO, Sick Time, 10 Paid Holidays, Remote work opportunities

What you'll do at Cascade :

Serve the American Dream Through Attainable Home Ownership.

We are looking for Mortgage Loan Officer Assistants who want to be part of a fast-growing portfolio lending company. No experience?

No problem if you are a self-motivated, achievement-oriented person.

At Cascade we are looking for talented people to support our loan officers in our rapidly growing Consumer Direct department.

You must be willing to work in a high-energy environment and provide a high level of service to our clientele. You will need the ability to grasp new concepts, master new loan products, and work effectively with computers and technology.

We intend for candidates who accept this position to grow into full-time Loan Officers if that is their goal. Experience with Encompass and Velocify is a plus but is not required.

Essential Functions :

• Performs regular administrative duties as needed for the Sales team including telephone support, document collection, and fulfillment.
• Processes correspondence, files and performs other specific duties for the Sales team.
• Manages pipeline for the Sales team to include making sure compliance, disclosure, and redisclosure requirements are met.
• Serves as Sales, administrative, or fulfillment backup whenever a team member is on Paid Time Off or cannot otherwise respond in a timely fashion.
• Handles incoming calls and performs outbounds calls to customers seeking a loan from Cascade.
• Assists in gathering loan documentation including customer-executed documents.
• Helps to prepare files for submission working as needed with Operations to ensure the timely closing of the loans in the LO's pipeline.
• Provides excellent customer service through timely follow up and courteous professional correspondence with customers and Cascade team members.
• Maintains confidentiality of all sensitive customer and company information at all times.

Additional Functions :

• Works independently, operating within division or department policy guidelines using sound judgment to achieve assigned objectives.
• Complies with all safety policies, practices, and procedures. Reports all unsafe activities to supervisor and / or Human Resources.
• Participates proactively in team efforts to achieve departmental and company goals.
• Performs other Sales-related duties as assigned by Management.

Required Education / Experience :

• High School diploma or general education degree (GED)
• 2 years of completed college coursework at an accredited institution.
• 4-year degree highly preferred

About Cascade & Our Culture :

Since opening our doors in 1999, Cascade Financial Services has grown to become one of the most trusted lenders in Attainable Housing.

Our goal is to help thousands of families realize the dream of home ownership by offering mortgage loan solutions customized to the manufactured housing marketplace leveraging state-of-the-art business automation coupled with the most skilled professionals in the industry.

The Cascade culture lives in our team members!!! We are focused and dedicated to developing and providing a platform for growth.

We are proud of the team that we've built and are looking for great people who will embrace our values and contribute to them : Be Unique, Be Innovative & Be Ambitious.

Together, we will continue to lead the way and make a difference. We believe in work / life balance and a positive / family-like work environment.

Join our team and assist us to Serve the American Dream Through Attainable Home Ownership.