Home Equity Operations Support Specialist (Temporary Assignment)
Primary Responsibilities
- Document Delivery Support — Print, prepare, mail, and track disclosures and required loan documents, ensuring they are delivered within regulatory timelines.
- Loan File Management — Upload, index, and maintain accurate digital loan files, ensuring all documents are stored correctly and meet compliance standards.
- Pipeline Coordination — Monitor active loan files, follow up on missing borrower or vendor documentation, and help move applications forward efficiently.
- Title Coordination — Order title reports, prepare title order requests, and distribute title-related documents throughout the day to support closing team.
- Post-Closing Support — Assist with file completion, document verification, and preparation for archival or downstream processing.
- Quality Control Preparation — Gather and organize documentation for internal audits, compliance checks, and quality control reviews.
- Vendor & Partner Coordination — Communicate with title companies and other third-party partners to obtain documents and resolve minor issues.
- Daily Workflow Support — Support processors, underwriters, and closers by retrieving documents, updating files, and completing administrative tasks.
- System Updates & Data Entry — Enter and update loan data in internal systems to ensure accuracy and consistency.
- Customer Communication Support — Send templated borrower communications regarding missing documents or next steps (no sales responsibilities).
- General Administrative Support — Assist with additional tasks as needed to maintain smooth daily operations.
Required Qualifications
- Attention to Detail — Ability to review documents and data with accuracy.
- Organizational Skills — Comfortable managing multiple tasks and deadlines.
- Administrative Experience — Prior experience in office, clerical, or operations support roles.
- Technical Proficiency — Ability to use document management systems, email, and standard office software.
- Communication Skills — Clear written and verbal communication with internal teams and vendors.
- Process-Driven Mindset — Comfortable following procedures and maintaining compliance.
- Time Management — Ability to handle high-volume workloads while meeting deadlines.
- Confidentiality — Ability to handle sensitive borrower information responsibly.
Preferred Qualifications
- Mortgage or Home Equity Experience — Exposure to loan processing, disclosures, title work, or post-closing.
- Loan Origination System Knowledge — Experience with LOS platforms (e.g., MeridianLink, Encompass).
- Vendor Coordination Experience — Experience working with title companies or third-party partners.
- Compliance Awareness — Understanding of regulatory timelines and documentation standards.
- Customer Service Background — Experience communicating with borrowers or clients.
Benefits & Culture
Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well-being. Benefits include: competitive compensation with performance-based incentive awards, health and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award-winning wellness program, and much more!
At Rockland Trust, you’ll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.
Pay Transparency Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company’s good-faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards or stipends.