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Pipeline and Production:

  • Actively monitor and manage team pipelines to keep files moving and meet SLAs.
  • Reduce turn times between milestones and manage aged and expiring loans.
  • Cover pipelines when processors are out and lift production at individual levels.

Team Support and Quality:

  • Respond to daily scenario questions and review file submissions for accuracy.
  • Complete weekly follow-ups on improvement plans and manage vacation schedules.
  • Handle first level customer and retailer complaints and recommend process improvements.

Training Support:

  • Partner with management to support an effective training program for portfolio processors.
  • Onboard new team members and lead training classes with adult learning techniques.
  • Provide weekly evaluations of each team member's progress to management.

Cascade Financial Services

Cascade Financial Services is a trusted lender in Attainable Housing, offering mortgage loan solutions for the manufactured housing marketplace. The company has grown since 1999 and fosters a culture focused on teamwork, integrity, excellence, and service, with a family-like work environment.

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