HELOC Intake Coordinator

Why Join Us

An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)

Competitive pay and discretionary or incentive bonus eligible

Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few.

Family-friendly work hours

With 175+ community bank locations, we offer opportunities to grow and develop in your career.

Promote from within culture.

What You’ll Do

The HELOC Intake Coordinator is responsible for reviewing the loan application from the customer for completeness before triggering an application in Encompass.

The Intake Coordinator is responsible for pulling credit for the customer and confirming the transaction meets general HELOC product requirements.

The Intake Coordinator collects missing documentation from the customer prior to submission to Processing.

The Intake Coordinator sends the initial HELOC disclosure package to the customer for signatures.

The Intake Coordinator assigns a Processor to the transaction and moves all necessary milestones in Encompass.

Qualifications

• 1-3 years of experience in Lending, Customer Service, or Banking
• Experience reviewing HELOC loan applications for completeness and compliance with guidelines
• High School Diploma
• General Computer Skills

Benefits

• Medical Insurance
• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

Pay and Schedule

The estimated hourly range for this role is $20.19-$26.44, along with eligibility to earn an annual bonus.