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Leadership and Development:

  • Lead, coach, and develop Assistant Processing Managers and processors, conducting interviews, one-on-ones, reviews, and scorecards.
  • Handle team member development including mediation, conflict resolution, performance improvement plans, and terminations.
  • Manage promotions, awards, and incentive programs, and integrate offshore talent into the team.

Operations and Quality:

  • Forecast pipeline and monthly production goals, managing the team to meet funding and bonus targets.
  • Spot-check processor pipelines to ensure quality and turnaround times, and handle borrower and builder escalations.
  • Collaborate with origination, underwriting, and closing to streamline processes and hit daily and monthly goals.

Training Support:

  • Support training efforts including Reg U classes, spot training, and rollout of new processes and guidelines.
  • Meet regularly with the training team on new processor progress and sign off on releases from training.
  • Identify and communicate improvements across departments to enhance efficiency.

Cascade Financial Services

Cascade Financial Services is a mortgage lender specializing in attainable housing and the manufactured housing marketplace. The company fosters a culture of teamwork, integrity, excellence, and service, with a focus on growth and work-life balance.

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