The HELOC specialist will assist customers with their online application by answering inbound calls from customers needing assistance or wanting to apply, initiate outbound calls to those customers who have stalled, and be prepared to make 100+ dials per day, meeting business-defined metrics of production. This position requires you to have a valid MLO.
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Perform intermediate-level loan processing functions for Consumer and Small Business loans. Coordinate with internal departments and third-party vendors. Ensure timely documentation, accurate loan setup, and compliance with regulatory and internal standards.