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About the Role
The Home Equity Processor plays an essential role in assisting members with their loan process to gain access to their funds as quickly as possible. This role is important in providing best-in-class service to our members and requires great communication skills, dependability, self-motivation, and a member-focused approach. Spanish speaking is preferred.
Responsibilities
- Review loan documents from members and vendors to satisfy conditions, including income documents, title, and appraisal reports.
- Communicate daily with members to provide updates and set expectations throughout the loan process.
- Educate members on Home Equity products and assist with all inquiries.
- Utilize internal reports and dashboards to maintain service levels and ensure daily tasks are completed.
- Collaborate with other team members in Home Equity and other business areas.
- Prepare for and participate in regular pipeline reviews with management.
- Assist with coverage for co-workers to maintain member communication and processes.
- Undertake additional job-related projects and duties as assigned by management.
Requirements
- High School Diploma or GED.
- 2 years of experience in finance processing, with preferred experience in real estate lending.
- Experience analyzing personal and business tax returns and calculating variable income.
- Proficiency in Microsoft Office (Word, Excel, Outlook, Teams).
Skills
- Communication skills
- Dependability
- Self-motivation
- Member focused
- Spanish speaking
Location
- Remote
Work Type
- Remote
- Flexible work options
Experience Level
- 2 years of experience
Education Level
- High School Diploma or GED
Salary/Compensations
- $23.00 - $28.00 per hour
Benefits
- Medical coverage
- Dental coverage
- Vision coverage
- Life insurance
- Disability insurance
- Voluntary benefit programs
- 401(k) plan with employer match
- Reimbursement programs
- Wellness programs
- Annual performance-based bonus
- Competitive 401(k)
- Tuition reimbursement programs
- Fitness reimbursement programs
- Volunteer opportunities
- Executive “Water Cooler Chats”
- Clubs, sports, and social events
- Food truck days
About the Company
- FourLeaf Federal Credit Union has been committed to the financial well-being of its members for over 80 years, offering a full range of competitive savings and loan products.
- The company is an award-winning place to work, recognized as Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.
- FourLeaf's vision is to enrich the lives of its members, employees, and communities, actively participating in charitable giving and community development programs since 2002.