Remote Otter LogoRemoteOtter

Home Equity Specialist - Remote

Posted 6 weeks ago
Sales / Business
Full Time
CA, USA
23.61 - 34.85/hour

Overview

We are hiring a Home Equity Specialist who will educate Members and potential Members about home equity loans and lines of credit. Will build home equity loan portfolios by originating, processing, and pre-underwriting home equity loans.

In Short

  • Educate Members about home equity loans and lines of credit.
  • Build home equity loan portfolios.
  • Work a hybrid-remote schedule with 2 days in-office and 3 days remote.
  • Engage in flexible working hours as needed.
  • Provide excellent Member service.
  • Maintain superior knowledge of home equity products.
  • Ensure loan files meet regulatory requirements.
  • Communicate regularly with Members throughout the loan process.
  • Monitor home equity pipeline for timely funding.
  • Collaborate with team members to achieve goals.

Requirements

  • High School Diploma or equivalent.
  • 2+ years of sales/origination experience in Real Estate or Financial Services.
  • Bilingual in English and Spanish.
  • Bachelor's degree in Finance or equivalent experience preferred.
  • Strong knowledge of Encompass and Symitar preferred.
  • Proficient in MS Office programs.
  • Excellent communication and negotiation skills.
  • Strong math skills.
  • Ability to maintain knowledge of policies and procedures.
  • Excellent Member Service skills.

Benefits

  • Competitive pay.
  • Great health benefits.
  • Supportive team culture.
  • Opportunities for personal development.
  • Recognition as a top workplace for employee engagement.
  • Meaningful work that makes a difference.
  • Flexible working arrangements.
  • Commitment to diversity and inclusion.
  • Pay transparency and performance-based compensation.
  • Positive work environment fostering innovation.
Credit Union of Southern California logo

Credit Union of Southern California

Credit Union of Southern California (CU SoCal) is a rapidly growing credit union dedicated to prioritizing people over profit. With a strong commitment to building better lives for both team members and members, CU SoCal fosters a unique culture that emphasizes personal development, open communication, and genuine care for individuals. Recognized as a Gallup Exceptional Workplace Award recipient in 2024, CU SoCal ranks among the top workplaces worldwide for employee engagement. The organization values innovation, operational efficiency, and strategic alignment of HR functions with business goals, making it a meaningful place to build a career.

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