Entry Level Mortgage Assistant

Purpose: Improve customer service: CSA Team will improve communication and customer satisfaction by giving the caller a “Live Voice”, quicker response time, working with the LO to make sure contact has been made to all callers – borrowers and dealers.   

How you will do it:

• Direct callers to the appropriate Loan Officer or Regional Manager.
• Answer general questions and assist customers.
• Schedule time with customers and loan officers.
• Follow up with customers and Loan Officers to ensure completion.
• Effectively manage high volume calls and multitask.
• Support Data Entry Team with Data Entry Application (DEA) Entries.  
• Communicate Via 8 x 8, Microsoft Teams and Outlook notifying the Loan Officer: Currently available to speak to the Caller, what time available, best method to follow up – call or email, CSA to relay LO answer to the Callers question etc.

What you will need to join Cascade:

• 1 year of work experience.    
• Ability to manage time and work from home.
• Ability to work independently and manage multiple projects at a
• Knowledge of mortgage or banking practices helpful, but not
• Working knowledge of Microsoft Office, specifically Word and Excel are a plus but not required.
• Ability to adjust easily to work situations based on employee, group, or business
• Excellent listening, organizational, and time management
• Ability to interpret and make conclusions based on available