Home Equity Specialist I

Rockland Trust; Middleborough (MA); On-site; USD 48,000 - 65,000; Full time

Job summary

Rockland Trust is hiring a Home Equity Specialist I to join our Home Equity team. In this role, you'll support the end-to-end processing of home equity applications while building expertise in home equity products, systems, processes, compliance requirements, and customer service.

You'll work closely with customers, Retail partners, and internal teams to ensure a smooth and accurate application experience. As part of a collaborative team environment, you'll contribute to shared goals and

Qualifications

• High school diploma or equivalent.
• Customer service, administrative, financial services, lending, or related experience preferred.
• Strong attention to detail and ability to accurately manage multiple tasks and deadlines.
• Ability to learn and apply Home Equity products, policies, procedures, systems, and regulatory requirements.
• Strong written and verbal communication skills.
• Demonstrated ability to work collaboratively in a team environment.
• Ability to use sound judgment within established procedures and seek guidance when appropriate.
• Proficiency with standard computer applications and ability to learn new systems and technology.

Responsibilities

• Review and process home equity applications in accordance with established procedures, policies and regulatory requirements.
• Review application information for completeness and accuracy and identify items requiring clarification or correction.
• Prepare and issue required disclosures and documentation accurately and within established timelines.
• Request, collect and review required supporting documentation.
• Monitor assigned applications and proactively manage outstanding items to keep files moving through the process.
• Communicate with customers and Retail partners regarding application status, documentation needs and next steps.
• Maintain accurate and timely updates within applicable systems and tracking tools.
• Escalate questions, exceptions, compliance concerns and complex situations to appropriate team members.
• Collaborate with team members to support workload balancing and coverage.
• Demonstrate a commitment to a positive customer and Retail experience.
• Follow established quality, compliance, service and productivity standards.
• Participate in training and ongoing development to expand knowledge and proficiency.

Skills

Attention to detail

Customer service focus

Team collaboration

Regulatory awareness

Learn Home Equity products

Education

High school diploma or equivalent

Job description

Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long-standing philosophy, Where Each Relationship Matters, guides how we work with our customers, colleagues, and communities every day.

At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values driven culture that encourages professional growth, innovation, and work life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long-term careers.

Rockland Trust is hiring a Home Equity Specialist I to join our Home Equity team. In this role, you'll support the end-to-end processing of home equity applications while building expertise in home equity products, systems, processes, compliance requirements, and customer service. You'll work closely with customers, Retail partners, and internal teams to ensure a smooth and accurate application experience.

As part of a collaborative team environment, you'll contribute to shared goals and workload management while developing the skills and knowledge needed to independently handle increasingly complex applications and grow your career within the Home Equity team.

Key Responsibilities

• Review and process home equity applications in accordance with established procedures, policies and regulatory requirements.
• Review application information for completeness and accuracy and identify items requiring clarification or correction.
• Prepare and issue required disclosures and documentation accurately and within established timelines.
• Request, collect and review required supporting documentation.
• Monitor assigned applications and proactively manage outstanding items to keep files moving through the process.
• Communicate with customers and Retail partners regarding application status, documentation needs and next steps.
• Maintain accurate and timely updates within applicable systems and tracking tools.
• Escalate questions, exceptions, compliance concerns and complex situations to appropriate team members.
• Collaborate with team members to support workload balancing and coverage.
• Demonstrate a commitment to a positive customer and Retail experience.
• Follow established quality, compliance, service and productivity standards.
• Participate in training and ongoing development to expand knowledge and proficiency.
• Collaboration
• Accountability
• Adaptability and willingness to learn
• Sound judgment and escalation

Qualifications

• High school diploma or equivalent.
• Customer service, administrative, financial services, lending, or related experience preferred.
• Strong attention to detail and ability to accurately manage multiple tasks and deadlines.
• Ability to learn and apply Home Equity products, policies, procedures, systems, and regulatory requirements.
• Strong written and verbal communication skills.
• Demonstrated ability to work collaboratively in a team environment.
• Ability to use sound judgment within established procedures and seek guidance when appropriate.
• Proficiency with standard computer applications and ability to learn new systems and technology.

Preferred Qualifications

• Previous banking, mortgage, consumer lending, or financial services experience.
• Experience working in a high-volume, deadline-driven environment.
• Familiarity with loan origination or document management systems.

Benefits & Culture

Our goal is to offer our colleagues the most generous benefits package possible. We provide a comprehensive suite of benefits designed to support your health, financial security, and overall, well-being. Benefits include competitive compensation with performance-based incentive awards, health, and dental insurance, a 401(k) and DC retirement plan, LTD and life insurance, paid vacation, day care reimbursement, tuition assistance for undergraduate and graduate programs, an award-winning wellness program, and much more!

At Rockland Trust, you'll find a respectful and inclusive environment where everyone has the opportunity to succeed. We are an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.

Pay Transparency

Compensation for this role will be based on a variety of factors, including skills, experience, education, and internal equity. The salary range posted reflects the company's good faith estimate of the range for this position at the time of posting. Actual compensation may vary. In addition to base salary, certain positions may be eligible for additional compensation, including commissions, incentive awards, or stipends.

Accessibility & Accommodations

We are committed to providing reasonable accommodation to enable individuals with disabilities to perform the essential functions of their roles.