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9 дней назад

Home Equity Processor (Finance)

Формат работы
hybrid
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
Home Equity Processor (Finance): Reviewing home equity loan documentation and coordinating with customers, loan officers, branches, and financial institutions with an accent on documentation accuracy, compliance, and customer communication. Focus on validating titles, appraisals, flood certifications, and income documents, maintaining call cadence records, and updating loan application status.

Location: Johnston, Rhode Island, United States. Monday through Thursday in the Johnston office; Friday hybrid. Working hours are 8:00 a.m. to 5:00 p.m. EST.

Company

hirify.global is a bank providing financial products and services.

What you will do

  • Review home equity loan application documentation for compliance with bank requirements.
  • Coordinate with customers, loan officers, branch colleagues, and other financial institutions to obtain required documents.
  • Order and review property titles, appraisals, flood certifications, and income documents for accuracy and completeness.
  • Make welcome calls on new files and follow the department’s call cadence throughout the process.
  • Record customer contacts, outcomes, file status, edits, and clear comments in the appropriate loan systems.
  • Communicate professionally about application status, missing information, required documentation, and closing information.

Requirements

  • Customer service skills.
  • Phone and call center skills.
  • Ability to work in the Johnston office Monday through Thursday and use a hybrid schedule on Fridays.
  • Availability during 8:00 a.m. to 5:00 p.m. EST working hours.
  • Successful completion of a background check, which may include credit, motor vehicle, public record, employment verification, and criminal background checks.

Nice to have

  • Private banking or private client experience.

Culture & Benefits

  • Medical, dental, and vision coverage.
  • Retirement benefits.
  • Maternity and paternity leave.
  • Flexible work arrangements and education reimbursement.
  • Wellness programs.
  • Inclusive workplace with equal employment and advancement opportunities.

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