Home Equity Processor

About the role

FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with hiring incredible people and giving them a great place to work.

Responsibilities

• Thoroughly review loan documents provided by members and third-party vendors to satisfy required conditions, including income documents, title, and appraisal reports.
• Daily communication with members to provide updates and expectations throughout the loan process.
• Educate members on Home Equity products and assist with all inquiries.
• Utilize internal reports and dashboards to maintain required service levels and ensure all daily tasks are completed.
• Work in collaboration with other team members in Home Equity and other business areas.
• Prepare and participate in regular pipeline reviews with management to ensure daily tasks are met.
• Absorb coverage for co-workers to maintain member communication and processes.
• Assist with additional job-related projects and duties as assigned by management.

Requirements

• High School Diploma or GED.
• 2 years of experience in finance processing, preferred experience in real estate lending.
• Experience analyzing personal and business tax returns and calculating variable income.
• Proficiency in Microsoft Office (Word, Excel, Outlook, Teams).

Qualifications

• Spanish speaking preferred.
• This opportunity is open to flexible work options including a remote setup.

Skills

• Excellent communication skills.
• Dependable and self-motivated.
• Member-focused.

Benefits

• Comprehensive benefits package including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.

Pay

The estimated salary for this role is $23.00 - $28.00 per hour.

Schedule

This opportunity is open to flexible work options including a remote setup.

Additional Information

FourLeaf is an award-winning place to work! Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.