Production Associate (Hybrid, in office up to 3x/week) - New Grads strongly encouraged to apply!
Cascade Financial Services · McKinney, TX · 3 days ago
HybridMarketingFull-time
What You'll Do
- Coordinate loan files from application through processing submission, partnering closely with Operations, and Sales Team.
- Collect, review, and organize required loan documentation, including customer-signed disclosures, income and asset documentation, and other supporting materials needed to move loans efficiently through the approval process.
- Serve as a point of contact for borrowers by handling inbound inquiries and conducting outbound follow-up calls regarding loan status, documentation requirements, and next steps throughout the loan process.
- Deliver exceptional customer service through proactive communication, timely follow-up, and professional interactions with borrowers, retail partners, and internal team members.
- Manage and monitor loan officer pipelines to ensure applications progress efficiently, deadlines are met, and all compliance, disclosure, redisclosure, and regulatory requirements are completed accurately and within required timeframes.
- Maintain accurate loan records and update systems regularly to support efficient workflow management and ensure a positive borrower experience from application through closing.
Training Support
- 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 organizations.
About Cascade & Our Culture
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.