Home Equity Loan Processor

TruMark Financial Credit Union; Fort Washington (Montgomery County); Hybrid; USD 60,000 - 75,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k) benefits

Hybrid work model

Career development

Community impact

Job summary

TruMark Financial Credit Union in Fort Washington, PA, is looking for a Home Equity Loan Processor I to support members through the home equity lending process from application to closing. You will collaborate with members, loan officers, underwriters, and third-party vendors to ensure files are complete, compliant, and move toward timely closings.

This full-time hybrid role requires at least two years in consumer loan processing, a high school diploma (associate or bachelor’s preferred), and an

Qualifications

• Two years of consumer loan processing or underwriting support experience.
• NMLS Mortgage Loan Originator (MLO) registration required.
• Fort Washington, PA in-office location.

Responsibilities

• Review home equity loan applications and documents for completeness and compliance.
• Coordinate with members, loan officers, underwriters and vendors to obtain docs.
• Prepare lending disclosures per applicable regulations.
• Order/appraise and review required loan documentation (appraisals, title, flood certs).
• Perform quality checks on loan files before underwriting and closing.
• Manage a pipeline of home equity applications and follow up on items.
• Document member/vendor communications in the LOS.
• Prepare files for closing and ensure proper disbursement.
• Educate members on the process and provide regular updates.
• Identify opportunities to connect members with additional financial products.
• Maintain compliance with credit union policies and lending regs.

Skills

Attention to detail

Organization

Communication

Time management

Lending products knowledge

Loan documentation

Lending regulations

Loan origination systems

Microsoft Office

Banking platforms

Education

High school diploma or equivalent

Associate or bachelor’s degree in business, finance, or related field preferred

Job description

Job Title: Home Equity Loan Processor
Department: Consumer Lending
Location: Fort Washington, PA
Employment Type: Full-Time-H ybrid-2 days in office. (Could change at any time.)

Join Our Team and Make a Difference!

Looking for a workplace that values your growth, supports your goals, and makes a real impact? At Trumark, we’re not just about banking. We’re about helping our members and communities thrive.

As a Home Equity Loan Processor I, you’ll play an important role in supporting our members throughout the home equity lending process, from application through settlement and disbursement. You’ll work closely with members, internal partners, and third-party vendors to ensure loan files are complete, accurate, compliant, and moving toward a timely closing.

When you join us, you’ll enjoy:

Flexibility & Balance: We understand the importance of balancing work and life and offer competitive paid time off and benefits.

Opportunities to Grow: We invest in our employees through training, development, and career advancement opportunities.

Benefits That Matter: Medical, dental, vision, and 401(k) benefits designed to support you and your family.

A Purpose-Driven Culture: Be part of a team that values service, collaboration, and making a positive impact in our communities.

What You’ll Do

As a Home Equity Loan Processor I, you’ll support members throughout the home equity lending process while helping ensure an efficient and positive experience:

• Review home equity loan applications and supporting documentation for completeness, accuracy, and compliance.
• Coordinate with members, loan officers, underwriters, and third-party vendors to obtain required documentation and information.
• Prepare and distribute required lending disclosures in accordance with applicable federal and state regulations.
• Order and review appraisals, flood certifications, title searches, title insurance, and other required loan documentation.
• Perform quality checks on loan files prior to underwriting and closing.
• Manage a pipeline of home equity applications and follow up on outstanding items to support timely loan progression.
• Document member and vendor communications within the loan origination system.
• Prepare loan files for closing and ensure required documentation is properly completed, disbursed, and maintained.
• Educate members on the loan process, required documentation, and next steps while providing regular updates throughout the application process.
• Identify opportunities to connect members with additional financial products and services that may support their financial needs.
• Maintain compliance with credit union policies, procedures, and applicable lending regulations.

What You Bring to the Table

Education: High school diploma or equivalent required. Associate or bachelor’s degree in business, finance, or a related field preferred.

Experience: Minimum of two years of experience in consumer loan processing or underwriting support, with prior experience in a credit union, bank, or other financial institution.

Skills: Strong attention to detail, organization, communication, and time management skills. Basic knowledge of consumer and home equity lending products, loan documentation, and lending regulations. Experience using loan origination systems, Microsoft Office, and standard banking platforms preferred.

Licensing: Must maintain registration with the Nationwide Multistate Licensing System (NMLS) as a registered Mortgage Loan Originator (MLO).

Availability: This is a full-time, in-office position located in Fort Washington, PA.

What to Expect After You Apply

1. Application Review: We’ll carefully review your application to ensure it meets the role qualifications.
2. Phone Screening: If selected, you’ll participate in an initial conversation with Talent Acquisition.
3. Interview Process: Qualified candidates will meet with hiring leaders and team members.
4. Final Decision: We’ll communicate updates and next steps throughout the process.

We strive to keep you informed throughout the process and appreciate your time and interest!