Jobs · Marketing · Texas

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.

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