Associate Loan Officer (Hybrid, in office up to 3x/week)

Benefits

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

About the role

As an Associate Loan Officer, you provide direct sales and support to one or more Senior Loan Officers, serving as a key point of contact for borrowers and retailer partners. Associate Loan Officer manages the pipeline from application through processing submission, ensuring files move efficiently, borrowers stay informed, and the Senior Loan Officer is free to focus on business development. This role is an ideal entry point into mortgage origination, with a defined path toward NMLS licensing and a producing Loan Officer role for high performers.

Responsibilities

• Assist Loan Officers in managing borrower relationships throughout the mortgage origination process.
• Conduct inbound and outbound borrower calls to gather information, provide status updates, answer questions, and support loan progression.
• Learn and apply the company's sales methodology, customer service standards, and mortgage origination best practices.
• Monitor loan pipelines and assist in moving applications efficiently from application to prequalification.
• Accurately update information within the Loan Origination System (LOS), CRM, and other company systems.
• Develop knowledge of manufactured housing loan products, lending guidelines, and regulatory requirements.
• Maintain compliance with all company policies, disclosure requirements, and applicable lending regulations.
• Participate in ongoing training, coaching, and professional development programs designed to prepare for a future Loan Officer role.
• Shadow experienced Loan Officers and sales leaders to develop consultative sales, communication, and borrower engagement skills.
• Build proficiency in identifying borrower needs and helping connect borrowers with appropriate financing solutions under the guidance of licensed Loan Officers.
• Contribute to team production goals through strong organization, responsiveness, and attention to detail.

Career Path

Progress toward becoming a licensed Mortgage Loan Officer through structured training, mentorship, product education, and hands-on experience supporting borrowers and retailer partners.

Training

At Cascade, we are committed to setting up our Associate Loan Officer for success through comprehensive onboarding, hands-on training, and ongoing professional development. Comprehensive onboarding program designed to provide a strong foundation in mortgage lending, loan processes, systems, and company policies. Dedicated training and mentorship from experienced Loan Officers, Sales Leaders, and Operations team members. Hands-on learning opportunities focused on loan pipeline management, borrower communication, document collection, compliance requirements, and closing processes. Training on loan origination systems (LOS), customer relationship management (CRM) tools, and other technology platforms used to support borrowers throughout the lending process. Ongoing coaching and feedback to support professional growth and strengthen customer service, organizational, and mortgage industry knowledge. Access to compliance and regulatory training to ensure understanding of disclosure requirements, lending regulations, and company best practices. Cross-functional exposure to Processing, Underwriting, Closing, and Funding teams to build a well-rounded understanding of the mortgage lifecycle. Opportunities for career advancement and continued learning within the Sales and Mortgage Operations