Home Equity Processor

Citizens Financial Group • Johnston, RI

4d • Hybrid

About The Position

The Home Equity Processor reviews submitted loan documentation to ensure compliance with bank requirements and follows up on routine documentation needs with customers, loan officers, branches, and other financial institutions. The role completes reviews within department standards, records clear and concise comments, edits information, and updates application status in the appropriate loan systems. It also communicates professionally with internal and external customers about status requests, missing information, required documentation, and closing information.

The processor reviews loan application documentation and works with customers, loan officers, and branch colleagues to obtain required documents. The role orders and reviews property titles, appraisals, flood certifications, and income documents for accuracy and completeness. Processors make welcome calls on new files and follow the department's call cadence to keep customers informed throughout the process. They document contacts and their results in the system of record so colleagues can understand the file status.

The schedule is 40 hours per week, Monday through Friday, 8:15 a.m. to 5:00 p.m. The role follows a hybrid schedule with four days in the office.

Requirements

• High school diploma or GED equivalent.
• Previous banking experience or experience in customer-facing roles.

Nice To Haves

• 1–2 years of home equity, mortgage, or loan processing experience.
• Spanish-speaking ability is a plus.

Responsibilities

• Review loan application documentation for compliance with bank requirements.
• Follow up with customers, loan officers, branches, and other financial institutions regarding routine documentation requirements.
• Complete reviews within department standards and enter clear, concise comments, edit information, and update application status in loan systems.
• Communicate with internal and external customers about status requests, missing information, required documentation, and closing information.
• Work with customers, loan officers, and branch colleagues 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 to keep customers informed.
• Document call contacts and results in the system of record so colleagues can understand the file status.

What This Job Offers

• Job Type: Full-time
• Education Level: High school or GED