Home Equity Processor
About the role
As a part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! When you are in this role, you will review submitted documentation to ensure compliance with bank requirements. Additionally, you will follow-up and review routine documentation requirements with customers, loan officers, branches, and other financial institutions. Furthermore, you will complete reviews within department standards and enter clear, concise comments, edit information and document application status on appropriate loan systems. Lastly, you will communicate professionally in oral and written format with internal and external customers regarding status requests, missing information, explanation of required documentation and/or closing information.
Responsibilities
- Review loan application documentation.
- Interact with customers, work with both loan officers and branch colleagues to obtain required documents from customers, order and review property titles, appraisals, flood certifications, and income documents to ensure accuracy and completeness.
- Make welcome calls on new files, follow the department's call cadence throughout the process to ensure customers are communicated with directly and well informed of all aspects of their loan in process.
- Ensure that documentation exists in the system of record of their call cadence contacts, results of the contact so that they and any colleague who reviews the file is aware of the file status.
Qualifications
- Customer Service skills
- Phone skills/Call Center
Preferred Qualifications
- Private Bank or Private Client experience
Schedule
- Hours per Week: 8am–5pm EST in Johnston Office
- Work Schedule: Monday through Thursday in office; Friday hybrid