Home Equity Specialist
About The Position
Join Our Team as a Home Equity Specialist! Are you ready to grow your career in a collaborative, community-focused environment? FORUM Credit Union is seeking a detail-oriented and service-driven Home Equity Specialist to support our Mortgage Operations team. In this role, you’ll play a key part in delivering an exceptional member experience by managing the processing, closing, and funding of Home Equity loans and lines. The Home Equity Specialist is responsible for maintaining knowledge of all second mortgage products while ensuring accurate, compliant, and timely loan processing from application through funding. You’ll work closely with members and internal teams to keep loans moving efficiently and provide clear, professional communication throughout the process. This position is onsite at our Corporate Headquarters in Fishers, Indiana.
Requirements
- High school diploma or GED required
- One to three years of similar or related experience (consumer or mortgage lending experience preferred)
Nice To Haves
- You take ownership and are motivated to drive results
- You value accuracy and thrive in a detail-oriented environment
- You anticipate member needs and prioritize exceptional service
- You make thoughtful, timely decisions based on urgency and risk
- You adapt easily to change and collaborate effectively with others
Responsibilities
- Utilize daily pipeline reports to effectively manage workflow and meet turnaround expectations
- Order appraisals, title work, verifications, and other required documentation
- Verify and update application details, including income, employment, and supporting information
- Communicate professionally and proactively with members and Mortgage Consultants regarding loan status
- Prepare closing documentation and coordinate loan closings and disbursement of funds
- Partner closely with Loan Officers, Underwriters, Operations Team members, and members to ensure a seamless loan experience
- Respond promptly to inquiries from members, managers, and teammates
- Review files for accuracy and completeness to ensure compliance with all regulatory requirements
Benefits
- Competitive Base Pay + Monthly Incentive
- Student Loan Reimbursement
- Tuition Assistance
- Wellness Programs
- Community Involvement and Paid Volunteer Time
- Professional Development / Award-Winning Training Program
- 401(k) with Match
- Comprehensive Benefits Package
- Generous Paid Time Off
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED
