Hybrid Home Equity Loan Specialist

Citizens; Mason (OH); Hybrid; USD 30,000 - 39,000; Full time

Benefits offered by this job

Medical, dental, and vision

Retirement benefits

Maternity/paternity leave

Flexible work arrangements

Education reimbursement

Wellness programs

Job summary

Citizens is seeking a detail-oriented team member to review loan documentation and ensure compliance with bank requirements. You will follow up with customers, loan officers, branches, and other financial institutions to gather necessary documents and confirm accuracy.

This role emphasizes professional written and oral communication, timely status updates, and precise data entry in loan systems, with a hybrid in-office schedule (4 days in the office) and a 40-hour work week.

Qualifications

• High School or GED Equivalent required.
• Previous Banking Experience or customer facing roles required.
• 1-2 Years of Home Equity, Mortgage, or Loan Processing Experience preferred.
• Spanish Speaking a plus!

Responsibilities

• 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.

Skills

Customer service experience

Spanish speaking

Education

High School or GED Equivalent

Banking experience or customer facing roles

Job description

Citizens is seeking a detail-oriented team member to review loan documentation and ensure compliance with bank requirements. You will follow up with customers, loan officers, branches, and other financial institutions to gather necessary documents and confirm accuracy.

This role emphasizes professional written and oral communication, timely status updates, and precise data entry in loan systems, with a hybrid in-office schedule (4 days in the office) and a 40-hour work week.