Home Equity Specialist

• Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities
• 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, asset valuation, etc.
• 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

• 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
• Must possess, or have the ability to possess upon hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become licensed in multiple states

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.