Mortgage Ops Associate (Remote) | Path to Loan Officer

Cascade Financial Services; Knoxville (TN); Hybrid; USD 42,000 - 66,000; Full time

Benefits offered by this job

Medical Insurance

Dental Insurance

Vision Insurance

Life Insurance

401K match

PTO

Sick Time

10 Paid Holidays

Remote work opportunities

Job summary

Cascade Financial Services seeks a Production Associate to support loan officers with sales and operations, guiding files from application through processing. You will ensure borrowers stay informed, collect and organize disclosures, and maintain accurate records to enable smooth closings.

Ideal candidates bring a 4-year degree, strong organizational skills, and proficiency with LOS/CRM tools, plus MS Office knowledge. The role includes onboarding, training, and growth within mortgage operations.

Qualifications

• 4-year college degree.
• Strong organizational, time management, and prioritization skills.
• Exceptional customer service and communication skills, including professional written, verbal, and active listening abilities.
• Ability to learn quickly, adapt to changing priorities, and thrive in a team‑oriented, results‑driven environment.
• Strong attention to detail with the ability to analyze information, identify issues, and exercise sound judgment when resolving problems.
• Proficiency with computer applications and technology, with the ability to efficiently learn and navigate loan origination systems and other business software.
• Working knowledge of Microsoft Office Suite, including Word, Excel, Outlook, and Teams.

Responsibilities

• 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.

Skills

Organizational skills

Time management

Prioritization

Customer service

Communication skills

Adaptability

Teamwork

Attention to detail

Learning ability

Education

Bachelor's degree

Tools

Loan Origination Systems

CRM systems

Microsoft Word

Microsoft Excel

Microsoft Outlook

Microsoft Teams

Job description

Cascade Financial Services seeks a Production Associate to support loan officers with sales and operations, guiding files from application through processing. You will ensure borrowers stay informed, collect and organize disclosures, and maintain accurate records to enable smooth closings.

Ideal candidates bring a 4-year degree, strong organizational skills, and proficiency with LOS/CRM tools, plus MS Office knowledge. The role includes onboarding, training, and growth within mortgage operations.