Home Equity Lending Specialist - Chandler, AZ
Core
Provide comprehensive home equity lending guidance and solutions to prospective borrowers via inbound and outbound calls, uncovering client financing objectives and structuring loan solutions.
Role type
Home Equity Lending Specialist (Inbound/Outbound Contact Center)
Builds
Home equity loan solutions for prospective borrowers
Domain
Banking / Home Lending
Deliverable
client delivery
Required skills
Client needs assessment, Loan structuring, Regulatory compliance (SAFE Act, HMDA), Inbound/outbound call handling, Client relationship management, Product recommendation, Process adherence
Preferred skills
Mortgage product knowledge, Complex financial data analysis, Underwriting and closing procedures, Consultative sales skills
Technologies
Bank platform systems
Responsibilities
Answer inbound calls and make outbound calls to provide lending guidance, Uncover client life priorities and financing objectives, Structure home equity loan solutions using defined processes, Execute consistent follow-up routines with clients, Partner with key functions to manage loan process milestones, Recommend additional bank products based on client needs
Seniority
Individual Contributor, Entry to Mid-level