Cash Manager

Job DetailsDescription

We're searching for some really great people who enjoy customers as much as we do.

Named as one of Puget Sound Business Journal’s Best Places to Work three years running, 2021, 2022 and 2023. We are a certified Great Place to Work™ and were named a Best Workplace in Financial Services and Insurance in 2021 and 2022.

Check out our rating at Working at Evergreen Home Loans | Great Place To Work®

Wow happens every day at Evergreen. Our vision is centered on changing the world one relationship at a time.

Learn more about us on our website here

Discover what’s possible with Evergreen.

We're looking to add people who feel the same way we do about our customers, our associates and the work we do. In return, you'll be part of a growing, contemporary company that rewards creative thinking and believes in helping you get to where you want to be. You'll also enjoy a healthy salary, a comprehensive benefits package and an attractive 401K plan to help you grow along with us!

Job Summary:

This position supports customers by processing loan payments, payoffs, and account maintenance, and entails management of accounting and reconciliation of mass data associated with payment processing from a vendor and individual level for multiple general ledger and clearing accounts. Cashiering function ensures proper application of all incoming payments through the various payment options established by the company. This will include Payoffs, ACH payments, wires, lockbox payments, online payments, and manually posted payments.

Essential Duties and Responsibilities:

• Manage the operations of the cashiering department
• Analyze team results and provide reporting to senior management including aging, volumes, performance trending, and any issues that affect current or future production trending data.
• Ensures proper application of all incoming payments through the various payment options established by the company. This includes both performing and default payments.
• Oversees the completion of the payment processing functions and the distribution of cash processes daily
• Maintains accurate records of each function with the cashiering department and ensures these functions are in line with state and agency requirements
• Loans in the mortgage servicing portfolio must be serviced according to investor requirements and that accurate accounting and reporting records are maintained.
• Establishes procedures for cash and ensures the proper controls are in place
• Reports to government agencies as required.
• Keeps informed on government regulations pertaining to loan servicing
• Manages all aspects of the in-house lockbox operations through the cashiering department
• Ensures all borrower funds are disbursed accordingly following payoff or loan removal
• Perform quality control reviews as needed.
• Manage staff metrics; establish and regularly monitor staff productivity and quality through productivity models and business line testing
• Other duties as assigned.

Performance Expectations:

• Perform all actions in accordance with the Mission, Vision, and Convictions of EHL.
• Manage the department to meet or exceed department productivity, production and/or financial metrics.
• Provide a “WOW” experience and effectively communicate with associates, clients, partners, and vendors via phone, written communication, and/or in person.
• Set clear expectations for associates and support their personal and professional growth through one-on-one meetings held on a semi-monthly or more frequent basis and annual performance reviews with all direct reports.
• Address performance issues in a timely manner and document incidents.
• Anticipate staffing issues, plan for staffing changes in advance, and complete recruiting activities monthly for branches, or as needed for departments in order to hire high quality associates to fully staff the team.
• Host regular and timely communication with associates.
• Understand the responsibilities of production and operations and act as a liaison between functions to develop collaborative team relationships so that loans close on time, and as promised.
• Maintain basic knowledge of Evergreen’s HR, Onboarding, Payroll, and Accounting policies and systems and proactively consult applicable department when dealing with issues.
• Exude a positive attitude, mentor associates, set a good example (this includes appropriate dress and demeanor).
• Perform all actions in accordance with the policies and procedures of the company.
• Have knowledge about Evergreen’s mortgage processes and products in order to answer questions and support staff.

Specific Skills/ Knowledge/ Abilities Required for Position:

• 5 years of progressive experience in cash posting in loan servicing for mortgage banking, or an equivalent combination of education and experience
• 1 - 3 years of management experience
• Experience with Black Knight/MSP Loan Servicing Software a plus
• Knowledge of state and federal laws and regulations applicable to mortgage and consumer lending with considerable knowledge of loan servicing practices
• Analytical ability sufficient to apply data and information to the solution of administrative and operating problems
• Considerable knowledge of workflow processes, staffing needs, and operational costs in a collection operation
• Leadership and management skills with the ability to motivate, mentor, train, coach, evaluate performance, and lead a multi-functional staff in a fast-paced, dynamic environment
• Ability to work independently with minimal direction and to meet deadlines
• Demonstrated ability to read, interpret, and analyze accounts and records of a complex, detailed and recurring nature
• Analytical ability sufficient to apply data and information to the solution of administrative and operating problems
• Ability to prepare an operating budget, anticipate and explain variances
• Ability to work collaboratively with peers, company managers, and customers in a team environment to attain common goals
• Analytical and mathematical ability sufficient to calculate and evaluate performance metrics and apply them to increased efficiencies and the solution of administrative and operating barriers
• Ability to communicate effectively both in writing and orally, in person and by telephone, with all levels of the organization and with external customers. Strong instructing and advising skills. Demonstrated ability to provide excellent customer service
• Ability to enter and extract data from a computer database. Ability to locate data in a computer database for the purpose of researching and resolving customer inquiries
• Ability to maintain strict confidentiality
• Considerable knowledge of and ability to use automated accounting systems; ability to use personal computers, peripherals, business software, and applications specific to organizational needs
• Must be comfortable working in a start-up dynamic environment
• Exercise good judgment and strong character, motivated, hard working.
• Ability to work well with fellow associates, clients and vendors.
• Good communication skills. Neat, clean, healthy work habits.

Evergreen is an equal opportunity employer and E-Verify employer.www.Evergreenhomeloans.com

Equal Housing Lender

©2026 Evergreen Moneysource Mortgage Company® dba Evergreen Home Loans NMLS ID 3182. 15405 SE 37th Street, Suite 200 Bellevue, WA 98006 Equal Housing Lender. Trade/service marks are the property of Evergreen Home Loans. All rights reserved. AZ Mortgage Banker License #0910074; CA Licensed by the DFPI under the CRMLA #4130291; NV Mortgage Company License 4837;NJ Licensed by the N.J. Department of Banking and Insurance. Evergreen Home Loans does not represent HUD or FHA and the information provided here was not authored, approved, or endorsed by HUD or FHA. For individual and company license information visit www.nmlsconsumeraccess.org.

Equal Opportunity Employer

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