Home Equity Specialist

West Roseville, CAFull-TimeMid-levelOther

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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

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