Home Equity Specialist - Remote

Overview

The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.

In Short

• Meet and exceed assigned loan production goals and targets.
• Prospect for new HELOC customers through inbound call campaigns.
• Educate customers on HELOC products and eligibility requirements.
• Gather financial documents and process loan applications.
• Evaluate applications based on credit worthiness, income verification, and asset valuation.
• Present completed packages for underwriting approval.
• Coordinate closings with settlement agents and title companies.
• Ensure compliance with all applicable lending laws and regulations.
• Participate in continued education and training as required.
• Perform other duties as assigned.

Requirements

• 2+ years of experience as a loan officer, preferably with HELOC expertise.
• Bachelor's degree in finance, business or related field preferred.
• Strong communication, sales, and relationship building skills.
• Proficiency with loan origination/processing software systems.
• Knowledge of lending guidelines, laws and regulations.
• Ability to multi-task and prioritize in a fast-paced environment.
• Detail-oriented with strong documentation and problem-solving abilities.

Benefits

• Opportunity to work with a leading technology company.
• Support for continued education and training.
• Be part of a mission-driven company supporting sustainable solutions.