Cascade Financial Services · 4 months ago
Loan Officer
McKinney, TX
Full-time
Onsite
New Grad, Entry LevelCascade Financial Services is a trusted lender in Attainable Housing, focused on helping families achieve home ownership through customized mortgage loan solutions. They are seeking Licensed Mortgage Loan Officers to provide exceptional service, manage loan applications, and build relationships with retail partners in a fast-paced environment.
Real Estate
Responsibilities
Performs activities requiring an NMLS Loan Originator license
Reviews applications received from our manufactured home retailer partners
Builds & solidifies relationships with manufactured home retail partners
Communicates with prospective home buyers and reviewing lending options
Executes prescribed contact and sales strategies through consistent, capable operation of the Phone and Lead Management systems
Assists in gathering payment information as well as loan documentation including customer-executed documents
Prepares files for submission to Operations, works as needed with Operations to ensure the timely closing of the loans in the LO’s pipeline
Provides excellent customer service through timely follow up and courteous professional correspondence with customers and Cascade team members
Maintains confidentiality of all sensitive customer and company information at all times
Works independently, operating within division or department policy guidelines using sound judgment to achieve assigned objectives
Complies with all safety policies, practices, and procedures. Reports all unsafe activities to supervisor and/or Human Resources
Participates proactively in team efforts to achieve departmental and company goals
Performs other Sales-related duties as assigned by Management
Qualification
Required
Active NMLS license is required
High School diploma or general education degree (GED)
2 years of completed college coursework at an accredited institution
Ability to read, analyze and interpret general business periodicals, professional journals, technical procedures, or governmental regulations
Ability to write information and respond to questions from groups of managers, clients, customers, and the general public
Ability to calculate figures and amounts such as discounts, interest, commissions, proportions, percentages, area, circumference, and volume
Ability to apply concepts of basic algebra and geometry
Ability to apply common sense understanding to carry out instructions furnished in written, oral or diagram form
Ability to deal with problems involving several concrete variables in standardized situations
Proficient personal computer skills including electronic mail, record-keeping, routine lead and phone system management activity, word processing, spreadsheet, graphics, etc
Can consistently organize and prioritize management-delegated assignments
Preferred
Experience with Encompass and Velocify is a plus but is not required
Benefits
Medical, Dental, Vision, Life, 401K match, PTO, Sick Time, 10 Paid Holidays, Remote work opportunities
Company
Cascade Financial Services
A Gilbert, Ariz.-based lender to buyers of manufactured homes.
Founded in 1999
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Todd Kopstein
CEO
Scott Mesenbrink
Chief Financial Officer
Company data provided by crunchbase