Home Equity Loan Processor — Detail‑Driven Service Pro

Community First Credit Union; Neenah (WI); Hybrid; USD 42,000 - 64,000; Full time

Job summary

Community First Credit Union in Wisconsin is seeking a Home Equity Loan Processor to ensure TRID compliance and accurate loan documentation for closings. You will prepare estimates and disclosures, order title and appraisal services, and coordinate with insurance providers to secure proper coverage.

The ideal candidate will have attention to detail, strong organizational skills, and excellent communication, with a focus on providing outstanding service to both internal and external members.

Qualifications

• Requires a high school diploma or equivalent (GED, HSED).
• Minimum of one year of real estate lending experience is preferred.
• Knowledge of home equity document preparation and/or lending is preferred.
• Exceptional attention to detail and accuracy.
• Strong organizational and time management skills.
• Excellent written and verbal communication skills.
• Familiarity with Microsoft Office suite and web-based software packages.
• Passion for providing outstanding service to our members – internal and external.
• The ability to work hard, find solutions and have fun!

Responsibilities

• Provide outstanding, quality service to external and internal members.
• Prepare documents related to TRID compliance, including loan estimates, closing disclosures and change in circumstances.
• Prepare loan documentation for branch loan closings.
• Ensure accuracy of all TRID and loan closing documents through quality control processes.
• Obtain home owners insurance documentation from insurance companies prior to closings.
• Monitor closing files for proper home owners insurance coverage.
• Demonstrate knowledge of TRID forms, regulations, requirements and timelines.
• Order title policies, flood determinations and property evaluations.
• Review title policies and flood determinations.
• Review files to ensure all required conditions are met prior to closing.
• Prepare outgoing wire instructions related to loan closings.
• Communicate with title insurance, home owners insurance and appraisal companies.
• Monitor the department-shared inbox emails.
• Handle lender questions and requests regarding loans and documentation.
• Monitor the digital signature dashboard for acknowledged disclosures.

Skills

Attention to detail

Organizational skills

Written and verbal communication

Customer service

MS Office

Web-based software

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Community First Credit Union in Wisconsin is seeking a Home Equity Loan Processor to ensure TRID compliance and accurate loan documentation for closings. You will prepare estimates and disclosures, order title and appraisal services, and coordinate with insurance providers to secure proper coverage.

The ideal candidate will have attention to detail, strong organizational skills, and excellent communication, with a focus on providing outstanding service to both internal and external members.