Home Equity Processor

Citizens; Johnston (RI); On-site; USD 48,000 - 64,000; Full time

Job summary

Citizens in Johnston, RI is seeking a loan documentation reviewer to ensure compliance with bank requirements and to communicate status to customers, loan officers, branches, and other financial institutions.

You will review submissions, obtain and verify documents such as titles, appraisals, flood certifications, and income proofs, enter clear comments and status updates in loan systems, and communicate professionally in oral and written form.

Qualifications

• Customer service skills required.
• Phone skills / Call Center experience preferred.

Responsibilities

• Review loan application documentation.
• Interact with customers, work with loan officers and branch colleagues to obtain required documents, 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.

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!

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.

Why Work for Us

At Citizens, you’ll find a customer-centric culture built around helping our customers and giving back to our local communities. When you join our team, you are part of a supportive and collaborative workforce, with access to training and tools to accelerate your potential and maximize your career growth

Posting End Date: 10/09/2026