Home Equity Specialist


Brief Summary

Home Equity Specialist Job Role: Provides member service and transaction processing through various channels (e.g. phone, email, fax) for home equity loan documentation. Uses established procedures to carry out routine work assignments. Minimum Requirements: High School Diploma (or equivalent work experience). 2 years relevant customer contact experience OR College equivalency . Familiar with home equity and/or mortgage products. Knowledge of windows operating environment and Microsoft Office tools including Word and Excel. Preferred Requirements: 1 year Home Equity Servicing experience. Call Center Experience Knowledge of job specific systems (e.g. Portal, Fidelity (ALS), Credit Revue, Member Messaging, Enterprise Work list etc.). Job Duties: • Reviews and audits loan documentation to ensure compliance with policies, guidelines, and regulatory and state requirements. • Identifies and researches missing information. Communicates with 3rd party agencies and/or members to obtain and/or provide necessary documentation. • Researches, analyzes, and resolves member account and loan documentation problems. • Seeks guidance from team members to resolve issues and to identify appropriate issues for escalation. • Ability to multi-task in a fast paced environment.