Home Equity Processor

Citizens Financial Group, Inc.•Mason, OH

35d•Hybrid

About The Position

As a part of our team, you're made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! When you are in this role, you will review submitted documentation to ensure compliance with bank requirements. Additionally, you will follow-up and review routine documentation requirements with customers, loan officers, branches, and other financial institutions. Furthermore, you will complete reviews within department standards and enter clear, concise comments, edit information and document application status on appropriate loan systems. Lastly, you will communicate professionally in oral and written format with internal and external customers regarding status requests, missing information, explanation of required documentation and/ or closing information. Most importantly, at Citizens, we're more than a bank and here you'll experience new things, create new opportunities, think beyond your role and make an impact!

Requirements

HS Diploma/GED
2 years customer service skills

Nice To Haves

2 years Bank/Credit Union/Financial Services experience
Experience in document organization
Time Management

Responsibilities

Review loan application documentation.
Interact with customers, work with both loan officers and branch colleagues to obtain required documents from customers, order and review property titles, appraisals, flood certifications, and income documents to ensure accuracy and completeness.
Make welcome calls on new files, follow the department's call cadence throughout the process to ensure customer's are communicated direct and well informed of all aspects of their line in process.
Ensure that documentation exists in the system of record of their call cadence contacts, results of the contact so that they and any colleague who reviews the file is aware of the file status.