Growing and Developing the Bench
Build and run phased training program that takes assistants from entry level tasks to advanced tasks to covering pipelines while processors are out to full processing proficiency
Ensure all assistants and Jr Processors can complete all tasks across all channels proficiently
Source and interview strong talent, eager to grow, and create a path for them.
Identify low performers early and address it quickly
Train on all aspects of supporting a processor, track their progress, and certify them as they are signed off on each group of tasks using a scorecard
Identify gaps and build a clear plan to close them and move each person to the next step.
Build the assistant team into a shared resource so work is balanced across the group instead of stuck with whoever supports a given processor.
Create job aids and other resources used by the team to help do their job
Leadership and Standards
Ensure team members are meeting minimum requirements and actively balance the workload to maintain company SLAs and turn times
Introduce ways to integrate off shoring talent into the team and tasks
Lead the Processing Assistant Team Lead, who covers pipelines and serves as the first point of contact for the assistants.
Run meetings and hold regular one on ones with team members, constantly providing feedback, and EOY reviews
Be comfortable having direct conversations, including hiring, coaching, and letting people go when needed.
Partner closely with the Processing Managers and the Training Team so what assistants learn lines up with what processors actually need.
Minimum Requirements
Minimum 3 years of mortgage loan processing experience
Evidence of being a top performer in current role
A strong understanding of both what a processing assistant does and what a loan processor does, so you can train toward the next step.
A genuine desire to develop people and get them promoted.
Comfortable having hard conversations and holding people accountable
Top notch quality in your own work, since you set the standard others learn from.
Recent working knowledge of Encompass
Strong organization, communication, and the ability to manage many people and priorities at once.
Note: External candidate must bring management experience
Bonus Skills
Manufactured Housing knowledge a plus
Training experience a plus
Experience with Encompass Task-Based Workflow a plus
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: T.I.E.S. Teamwork, Integrity, Excellence, and Service. We believe in work/life balance and a positive/family-like work environment. Together, we will continue to lead the way and make a difference.
Join our team and assist us to Serve the American Dream Through Attainable Home Ownership.
