Home Equity Specialist

GoodLeap; United States; Remote; USD 81,278,000 - 84,034,000; Full time

Job summary

GoodLeap is seeking a Home Equity Specialist to originate HELOC loans by guiding customers through documentation, underwriting readiness, and closing.

You will meet loan production goals, educate customers on HELOC eligibility, gather financials, coordinate closings, and ensure compliance with lending laws while delivering a high-quality customer experience.

Qualifications

• 2+ years of experience as a loan officer, preferably with HELOC expertise.
• Bachelor’s degree in finance, business or related field preferred.
• Strong communication, sales, and relationship building skills.
• Proficiency with loan origination/processing software systems.
• Knowledge of lending guidelines, laws and regulations.
• Ability to multi-task and prioritize in a fast-paced environment.
• Detail-oriented with strong documentation and problem-solving abilities.

Responsibilities

• Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities.
• Prospect for new HELOC customers through inbound call campaigns.
• Educate customers on HELOC products and eligibility requirements.
• Gather financial documents and process loan applications.
• Evaluate applications based on credit worthiness, income verification, asset valuation, etc.
• Present completed packages for underwriting approval.
• Coordinate closings with settlement agents and title companies.
• Ensure compliance with all applicable lending laws and regulations.
• Participate in continued education and training as required.
• Perform other duties as assigned.

Skills

HELOC experience

Loan officer

Communication

Relationship building

Multi-tasking

Documentation

Education

Bachelor's degree in finance or business

Tools

Origination software

Job description

About GoodLeap:

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $27 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.

Essential Job Duties & Responsibilities:

• Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities
• Prospect for new HELOC customers through inbound call campaigns
• Educate customers on HELOC products and eligibility requirements
• Gather financial documents and process loan applications
• Evaluate applications based on credit worthiness, income verification, asset valuation, etc.
• Present completed packages for underwriting approval
• Coordinate closings with settlement agents and title companies
• Ensure compliance with all applicable lending laws and regulations
• Participate in continued education and training as required;
• Perform other duties as assigned

Required Skills, Knowledge & Abilities:

• 2+ years of experience as a loan officer, preferably with HELOC expertise
• Bachelor’s degree in finance, business or related field preferred
• Strong communication, sales, and relationship building skills
• Proficiency with loan origination/processing software systems
• Knowledge of lending guidelines, laws and regulations
• Ability to multi-task and prioritize in a fast-paced environment
• Detail-oriented with strong documentation and problem-solving abilities

Compensation:$28.85 per hour plus bonus

Additional Information Regarding Job Duties and Job Descriptions:

Job duties include additional responsibilities as assigned by one’s supervisor or other managers related to the position/department. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties and other skills required for the position. The Company reserves the right at any time with or without notice to alter or change job responsibilities, reassign or transfer job position or assign additional job responsibilities, subject to applicable law. The Company shall provide reasonable accommodations of known disabilities to enable a qualified applicant or employee to apply for employment, perform the essential functions of the job, or enjoy the benefits and privileges of employment as required by the law.