Home Equity Lending Specialist - Charlotte, NC
Core
Provide comprehensive home equity lending guidance and solutions to prospective borrowers via inbound and outbound calls, uncovering financing objectives and structuring loan solutions.
Role type
Home Equity Lending Specialist (Sales & Service)
Builds
Home equity loan solutions for prospective borrowers
Domain
Banking / Home Lending
Deliverable
client delivery
Required skills
Client needs assessment, loan structuring, regulatory compliance knowledge, product recommendation, multi-channel communication, pipeline management, problem solving
Preferred skills
Mortgage product knowledge, complex financial data analysis, underwriting and closing procedures knowledge, consultative sales skills
Technologies
Bank platform systems
Responsibilities
Answer inbound calls and make outbound calls to provide lending guidance and advice, work with clients and business partners to ensure consistent communication and follow-ups, partner with key functions to manage priority milestones within the loan process, maintain and apply knowledge of home equity lending policies and regulatory requirements, recommend additional bank products based on client needs
Seniority
Individual Contributor, entry to mid-level