Home Equity Processor

Citizens Bank

17h • Hybrid

About The Position

As a Home Equity Processor, you will review submitted documentation to ensure compliance with bank requirements. This role involves following up and reviewing routine documentation with customers, loan officers, branches, and other financial institutions. You will complete reviews within department standards, enter clear and concise comments, edit information, and document application status on appropriate loan systems. Professional communication, both oral and written, with internal and external customers regarding status requests, missing information, explanation of required documentation, and closing information is also a key part of the role. At Citizens, you are encouraged to experience new things, create new opportunities, think beyond your role, and make an impact.

Requirements

• High School or GED Equivalent
• Previous Banking Experience or customer facing roles

Nice To Haves

• 1-2 Years of Home Equity, Mortgage, or Loan Processing Experience
• Spanish Speaking a plus!

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED
• Number of Employees: 5,001-10,000 employees