Home Equity Loan Processor
About The Position
The Home Equity Loan Processor will manage a large pipeline of applications, ensuring thorough review, collection, and validation of all required documentation, including income calculation. They will serve as a primary point of contact for customers, providing timely status updates and returning all inquiry calls within the service level agreement. The role focuses on achieving customer delight through rapport building, setting expectations, and executing commitments. The processor must be able to articulate complex information clearly and compassionately to maintain customer retention and sales partner confidence.
Requirements
- Must be State NMLS licensed and have passed the Uniform State Test as additional licensure will be required.
- Minimum of 2 years of mortgage experience
- Minimum of 2 years of customer contact experience
- Ability to work well in a fast-paced, multi-task environment
- Self-starter that thrives in a team environment
- Strong organizational, problem solving and time management skills
- Professional communication both written and verbal
- Must be located within 100 miles of a local Accenture office.
Responsibilities
- Manage a large pipeline of applications while meeting required service level agreements
- Responsible for thorough application review, collection, review and validation of all required documentation, including income calculation
- Follow up with the customer within established timeframes
- Deliver a quality application to Underwriting
- Serve as a primary point of contact, providing customers with timely and periodic status updates of their loan application
- Return all inquiry calls within service level agreement
- Accept incoming phone calls
- Make outbound phone calls to follow up on outstanding documents and provide updates on loan status
- Monitor and respond to incoming emails
- Monitor and respond to incoming voicemails
- Document all communication
- Achieve customer delight through successfully establishing customer rapport, setting appropriate expectations, asking probing questions, relationship deepening and executing on all commitments
- Articulate difficult and/or complex information in a manner that is clear while conveying compassion to drive customer retention and sales partner confidence
Benefits
- medical, dental, vision, life, and long-term disability coverage
- a 401(k) plan
- bonus opportunities
- paid holidays
- paid time off
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
