Home Equity Specialist

GoodLeap•Phoenix, AZ

21d

About The Position

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018. GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America. The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.

Requirements

2+ years of experience as a loan officer, preferably with HELOC expertise
Bachelor's degree in finance, business or related field preferred
Strong communication, sales, and relationship building skills
Proficiency with loan origination/processing software systems
Knowledge of lending guidelines, laws and regulations
Ability to multi-task and prioritize in a fast-paced environment
Detail-oriented with strong documentation and problem-solving abilities

Responsibilities

Meet and exceed assigned loan production goals and targets
Maintain pipeline management reports and forecast future opportunities
Prospect for new HELOC customers through inbound call campaigns
Educate customers on HELOC products and eligibility requirements
Gather financial documents and process loan applications
Evaluate applications based on credit worthiness, income verification, asset valuation, etc.
Present completed packages for underwriting approval
Coordinate closings with settlement agents and title companies
Ensure compliance with all applicable lending laws and regulations
Participate in continued education and training as required
Perform other duties as assigned