Home Equity Processor

Summary

FourLeaf Federal Credit Union is a financial institution focused on providing savings and loan products and supporting members’ financial well-being. The Home Equity Processor reviews loan documentation, communicates with members throughout the loan process, educates them on home equity products, and coordinates with internal teams to complete daily processing activities.

Responsibilities

• Responsible for the thorough review of loan documents provided by the members and 3rd party vendors to satisfy required conditions which includes income documents, title, and appraisal reports
• Daily communication with members to provide updates and expectations throughout the loan process
• Educate members on Home Equity products and assist members with all inquiries
• Utilize internal reports and dashboards to maintain required service levels and ensure all daily tasks are completed
• Work in collaboration with other team members in Home Equity and other business areas
• Prepare and participate in regular pipeline reviews with management to ensure daily tasks are met
• Assist with coverage for co-workers to maintain member communication and processes
• Additional job-related projects and duties as assigned by management

Skills

• High School Diploma or GED
• 2 years of experience in finance processing, preferred experience in real estate lending
• Experience analyzing personal and business tax returns and calculating variable income
• Computer Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams)
• Spanish speaking preferred

Qualifications

Must Haves

• High School Diploma or GED
• 2 years of experience in finance processing, preferred experience in real estate lending
• Experience analyzing personal and business tax returns and calculating variable income
• Computer Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams)

Nice to Haves

• Spanish speaking preferred

Benefits

• Medical, dental, and vision coverage
• Life and disability insurance
• Voluntary benefit programs
• A 401(k) plan with employer match
• Reimbursement and wellness programs
• An annual performance-based bonus
• Flexible work options including a remote set up
• Competitive 401(k)
• Tuition and fitness reimbursement programs
• Volunteer opportunities
• Executive “Water Cooler Chats”
• Clubs, sports, and social events
• Food truck days