Responsibilities

The Home Equity Specialist will be 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; maintaining pipeline management reports and forecasting future opportunities; prospecting for new HELOC customers through inbound call campaigns; educating customers on HELOC products and eligibility requirements; gathering financial documents and processing loan applications; evaluating applications based on credit worthiness, income verification, asset valuation, etc.; presenting completed packages for underwriting approval; coordinating closings with settlement agents and title companies; ensuring compliance with all applicable lending laws and regulations; and participating in continued education and training as required, as well as performing other duties as assigned by their supervisor.