Home Equity Specialist

GoodLeap

$60,320/year

West Roseville, CA && Phoenix, AZ && Plano, TX && Irvine, CA && Remote, US

Full-Time

Mid (3-6 yrs)

Finance & Accounting

First posted 523 days ago

The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.

Essential Job Duties & Responsibilities:

Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities

Prospect for new HELOC customers through inbound call campaigns

Educate customers on HELOC products and eligibility requirements

Gather financial documents and process loan applications

Evaluate applications based on credit worthiness, income verification, asset valuation, etc.

Present completed packages for underwriting approval

Coordinate closings with settlement agents and title companies

Ensure compliance with all applicable lending laws and regulations

Participate in continued education and training as required;

Perform other duties as assigned

Required Skills, Knowledge & Abilities:

2+ years of experience as a loan officer, preferably with HELOC expertise

Bachelor's degree in finance, business or related field preferred

Strong communication, sales, and relationship building skills

Proficiency with loan origination/processing software systems

Knowledge of lending guidelines, laws and regulations

Ability to multi-task and prioritize in a fast-paced environment

Detail-oriented with strong documentation and problem-solving abilities

Must possess, or have the ability to possess upon hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become licensed in multiple states

Compensation: $28.85 per hour plus bonus

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one's supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.

If you are an extraordinary professional who thrives in a collaborative work culture and values a rewarding career, then we want to work with you! Apply today!

We are committed to protecting your privacy. To learn more about how we collect, use, and safeguard your personal information during the application process, please review our Employment Privacy Policy and Recruiting Policy on AI.

Apply for this position