Cascade Financial Services

ProcessingAssistantTrainer

Remote Remote Friendly
Market Sentiment
HIGH DEMAND

Neural analysis suggests this role is
optimal for Mid candidates.

The Brief

“Processing Assistant Trainer at Cascade Financial Services. Skills: training program development, process management, cross-functional coordination, vendor/stakeholder management, operational metrics, resource planning, continuous improvement. train new and existing processing assistants onshore and offshore on assistant processing tasks, appraisal ordering, system use, and Encompass across all processing business channels. build a more modern, scalable training program”

What You'll Achieve.

new hires ramp faster; ongoing learning doesn’t always require a trainer in the room; program scales without becoming dependent on any single trainer’s schedule; prepares processing assistants to take on senior processing tasks, with measurable checkpoints along the way

Industry & Context.

Problems you'll solve

creative, problem-solving mindset; ask whether there’s a faster, simpler, or more scalable way to do it

Eligibility Requirements

Internal Applicants Only

What They're Looking For.

Must Have

2+ years as a processing assistant or equivalent understanding of FHA, VA, GSE, and Chattel lending, Excellent listening, organizational, and time management skills, Ability to work under stressful deadlines and to manage competing priorities, interpersonal communication and team building skills, training, public speaking, and presentation skills, plus a real interest in modern instructional approaches like microlearning, video, and self-paced content, Excellent communication skills, attention to detail and ability to develop quality training material, Proficient in time management, organization, planning, and prioritization, Proficient in Microsoft Word, Excel, Outlook, and PowerPoint, Comfort with technology and a willingness to try new tools, including AI-assisted training, learning management systems, screen recording, and knowledge bases, A creative, problem-solving mindset

Nice to Have

Construction to Perm (CTP) or New Construction loan experience a plus

What You'll Do.

train new and existing processing assistants onshore and offshore on assistant processing tasks

and Encompass across all processing business channels

scalable training program

act as a Processing floater as needed

work directly with processing assistants to keep daily output efficient

multi-modal curriculum

Deliver training through the right format for the topic

Measure what’s working

Give processing leaders clear

objective performance feedback on trainees

Stand up training for new operational rollouts

and process updates quickly

update existing content

Be the go-to resource for new processing assistants during ramp-up

Provide structured exit feedback to the training manager

Direct traffic and assist when needed to help clear out backlogged tasks

run other reports as needed

assist on projects as needed

test tickets regarding assistants as needed

Encourage and motivate trainees

Build out Phased Training

Cover Processors pipelines in their absence as needed

Look for ways to use technology

etc. to reduce repetitive training overhead and free up time for higher-value coaching

How You'll Work.

Team & Collaboration

work directly with processing assistants; Give processing leaders clear, objective performance feedback on trainees; team building skills

Communication Scope

Excellent communication skills; interpersonal communication; public speaking; presentation skills

Process & Methodology

assist on projects as needed

Full Job Description

Medical, Dental, Vision, Life, 401K match, PTO, Sick Time, 10 Paid Holidays, Remote work opportunities What you'll do at Cascade: Serve the American Dream Through Attainable Home Ownership. *Internal Applicants Only* Position Overview: As Processing Assistant Trainer, you will both do the work (as needed) and improve how the work is taught. You will train new and existing processing assistants onshore and offshore on assistant processing tasks, appraisal ordering, system use, and Encompass across all processing business channels, while also building a more modern, scalable training program. That means leaning on self-paced content, video, microlearning, AI-assisted tools, and strong job aids so new hires ramp faster and ongoing learning doesn’t always require a trainer in the room. You’ll also act as a Processing floater as needed and work directly with processing assistants to keep daily output efficient, accurate, and on time. We’re looking for someone who is curious about new tools, willing to try things, and thinks beyond traditional classroom training. Build a scalable, multi-modal curriculum that includes self-paced modules, short videos, interactive job aids, and searchable knowledge bases so assistants can learn and re-learn on demand without always pulling a trainer in Deliver training through the right format for the topic, mixing live sessions, recorded walkthroughs, AI-assisted practice, and async content so the program scales without becoming dependent on any single trainer’s schedule Measure what’s working. Track ramp time, knowledge checks, error rates, and post-training performance, and use that data to keep improving the program rather than relying on gut feel Give processing leaders clear, objective performance feedback on trainees and surface patterns that point to process or system improvements, not just people problems Stand up training for new operational rollouts, LOS changes, and process updates quickly, and update existing content so it does

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