Home Equity Processor

About Our Client

The organization is a financial institution with over 80 years of experience focused on supporting members' financial well-being. It provides a wide range of competitive savings and loan products, assisting individuals at various stages of their financial journey. The organization emphasizes community involvement and has been recognized for its workplace environment with several industry awards.

About the Opportunity

The Home Equity Processor plays a key role within the Home Equity team by facilitating timely loan processing for members. This position ensures that loan documentation is thoroughly reviewed and that members receive clear communication and guidance throughout their loan experience. The role contributes to delivering efficient service and supports members’ access to funds.

Responsibilities

• Review loan documents from members and third-party vendors to meet required conditions, including income, title, and appraisal reports.
• Communicate daily with members to provide updates and set expectations during the loan process.
• Educate members about Home Equity products and respond to inquiries.
• Use internal reports and dashboards to track service levels and complete daily tasks.
• Collaborate with team members and other business areas.
• Participate in regular pipeline reviews with management.
• Provide coverage support for co-workers to maintain member communication.
• Perform additional duties and projects as assigned by management.

Requirements

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

Pay Range and Compensation Package

The estimated salary for this role is $23.00 to $28.00 per hour. The pay range and compensation package for this role will be determined based on the candidate’s experience, skills, and other relevant factors.

Benefits & Perks

• Medical, dental, and vision coverage.
• Life and disability insurance.
• Voluntary benefit programs.
• 401(k) plan with employer match.
• Reimbursement and wellness programs.
• Annual performance-based bonus.
• Tuition and fitness reimbursement programs.
• Flexible work options including remote setup.
• Volunteer opportunities.
• Social and wellness events such as clubs, sports, food truck days, and executive chats.

Equal Opportunity Statement

Equal Opportunity Statement: Our client is an equal opportunity employer. They celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, or national origin.