Home Equity Specialist

Position Overview

• Location Type: Not specified
• Employment Type: Full Time
• Salary: $28.85 per hour plus bonus

About GoodLeap

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions. They help over 1 million homeowners adopt sustainable products like solar panels, batteries, and energy-efficient HVAC systems. GoodLeap also supports the nonprofit GivePower, which builds and deploys clean energy and water systems in Africa, Asia, and South America.

Job Description: Home Equity Specialist

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 a 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.

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.