Home Equity Processor

Citizens Bank; Johnston (RI); On-site; USD 42,000 - 62,000; Full time

Job summary

Citizens Bank in Johnston, RI seeks a detail-oriented Loan Documentation Reviewer to ensure loan documentation complies with bank requirements. You will review submitted documents and coordinate with customers, loan officers, and branches to obtain missing items and ensure accuracy in the loan system.

You will communicate status and required documents professionally, supporting a smooth closing process and positive customer experiences.

Qualifications

• Customer service experience required.
• Experience handling loan documentation or similar processes preferred.

Responsibilities

• Review loan application documentation.
• Interact with customers, loan officers, branches to obtain required documents.
• Enter clear notes and update loan systems with application status.
• Communicate status and required documentation to internal and external stakeholders.

Skills

Customer Service

Phone skills

Job description

Description

As a part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself!

When you are in this role, you will review submitted documentation to ensure compliance with bank requirements. Additionally, you will follow-up and review routine documentation requirements with customers, loan officers, branches, and other financial institutions. Furthermore, you will complete reviews within department standards and enter clear, concise comments, edit information and document application status on appropriate loan systems. Lastly, you will communicate professionally in oral and written format with internal and external customers regarding status requests, missing information, explanation of required documentation and/ or closing information.

Most importantly, at Citizens, we’re more than a bank and here you’ll experience new things, create new opportunities, think beyond your role and make an impact!

Primary responsibilities include

• Review loan application documentation.
• Interact with customers, work with both loan officers and branch colleagues to obtain required documents from customers, order and review property titles, appraisals, flood certifications, and income documents to ensure accuracy and completeness.
• Make welcome calls on new files, follow the department's call cadence throughout the process to ensure customer's are communicated direct and well informed of all aspects of their line in process.
• Ensure that documentation exists in the system of record of their call cadence contacts, results of the contact so that they and any colleague who reviews the file is aware of the file status.

Qualifications, Education, Certifications and/or Other Professional Credentials

Required Qualifications

• Customer Service skills
• Phone skills/Call Center

Preferred Qualifications

• Private Bank or Private Client experience

Hours & Work Schedule

• Hours per Week: 8am- 5pm EST in Johnston Office
• Work Schedule: Monday through Thursday in office Friday Hybrid

Some job boards have started using jobseeker-reported data to estimate salary ranges for roles. If you apply and qualify for this role, a recruiter will discuss accurate pay guidance.

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.