Cascade Financial Services

Software Engineer

• Recommending system changes and optimizations.
• Performing system analysis to determine the impact of proposed solutions.
• Writing functional specifications, change requests, test plans, and training documentation.
• Designing & Implementing solutions by creating new workflows, input forms, codebase assemblies, plugins, and standalone applications (including C# and .NET).
• Performing QA testing and coordinating user acceptance testing (UAT).
• Designing, documenting, configuring, testing & deploying approved Change Requests and enhancements to system functionality.
• Managing integration of 3rd party vendors and services.
• Creating custom fields, documents, and data entry forms.
• Maintaining users, roles, profiles, security settings, and loan access settings.
• Maintaining Loan Setup settings as applicable to ongoing business needs.
• Maintaining complete document library, building custom documents as needed, and maintaining eFolder settings to ensure preservation of a complete paperless environment with requisite document retention.
• Assisting Compliance and Security in ensuring Encompass functions consistently in accordance with applicable laws and regulations relating to mortgage lending and information security.
• Researching changes in upcoming versions of Encompass and other integrated applications.
• Providing recommendations when necessary to enhance efficiency and productivity.
• Performing routine review of code, configuration, data, and usage to ensure long-term viability, integrity, and adoption of the program.
• Collaborating with project managers, business analysts, developers, and subject matter experts for enhancement requests.
• Providing technical documentation on all process, feature, and workflow changes for proper communication to end users.
• Working to identify training needs on new enhancements and frequent problem areas.
• Creating & Maintaining report library and building custom reports as necessary for business groups.
• Maintaining business rules for data entry, workflow progression, and regulatory compliance as requested by each business group.
• Preparing reporting for regulatory examination processes including electronic submission of data to regulatory agencies.
• Ensuring compliance with mortgage regulations and security standards.
• Proposing automation and efficiency improvements, including AI-based solutions.

Encompass Administrator, Developer

Business Intelligence Analyst

• Interacting with private investors, trustees, government agencies and internal parties regarding loan reporting guidelines.
• Preparing monthly reporting schedules and remittance requirements for investor portfolios.
• Providing Corporate Accounting with daily and monthly reports that support bank and general ledger activity Booking monthly accrual journal entries.
• Reconciling monthly investor reports & clears reconciling items within deadline.
• Analyzing investor loan activity on a regular and on-going basis, to ensure loan system accuracy and compliance with investor agreements.
• Improving process within team for investor reporting and bank account reconciliations.
• Coordinating & Providing support for internal and external audit requests
• Performing analysis on aged reconciling items and remediation including identifying other business owners that may be required for remediation and promote changes in process to avoid recurrence.

Encompass Administrator, Developer

Investor Reporting Analyst