AI-Augmented Home Equity Processor

Credit-Union-of-Texas; Allen (TX); On-site; USD 52,000 - 68,000; Full time

Job summary

Credit Union of Texas is seeking a Home Equity Processor to manage end-to-end processing of home equity loan applications. You will compile, verify, and audit documents, communicate with members and title firms, and ensure TRID disclosures and regulatory requirements are met.

The role emphasizes AI-assisted workflows and a high-volume, compliant processing environment. On-site in Allen, TX, you will collaborate with lending staff and third parties, maintain accurate records in Episys and

Qualifications

• High school diploma or equivalent required.
• Associate or bachelor’s degree preferred.
• 1–2 years of loan processing or related lending operations experience.
• Active MLO registration or ability to obtain within onboarding timeframe.
• Proficiency with Microsoft Office and ability to learn CUTX systems like Episys and CRM.

Responsibilities

• Order and follow up on appraisals, title work, flood searches, and third-party payoff requests; document status in the loan system.
• Review income, asset, identity, and property documents for accuracy and conformance to program requirements.
• Update loan system, CRM, Salesforce, and tracking logs with current status and communications.
• Perform final pre‑closing review to ensure all conditions are cleared before handoff to closing.
• Maintain proactive borrower communications regarding documentation and disclosures.

Skills

Communication

Attention to detail

Time management

Teamwork

Education

High school diploma or equivalent (GED)

Associate or bachelor’s degree preferred

Tools

Episys

Salesforce

DocuSign

CRM

Microsoft Office

Job description

Credit Union of Texas is seeking a Home Equity Processor to manage end-to-end processing of home equity loan applications. You will compile, verify, and audit documents, communicate with members and title firms, and ensure TRID disclosures and regulatory requirements are met.

The role emphasizes AI-assisted workflows and a high-volume, compliant processing environment. On-site in Allen, TX, you will collaborate with lending staff and third parties, maintain accurate records in Episys and