AI Summary

Home Equity Specialist responsible for originating HELOC loans by communicating with customers, gathering docs, evaluating applications, and coordinating closings.

About this role

About GoodLeap:

GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.

GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.

The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.

Essential Job Duties & Responsibilities:

Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities

Prospect for new HELOC customers through inbound call campaigns

Educate customers on HELOC products and eligibility requirements

Gather financial documents and process loan applications

Evaluate applications based on credit worthiness, income verification, asset valuation, etc.

Present completed packages for underwriting approval

Coordinate closings with settlement agents and title companies

Ensure compliance with all applicable lending laws and regulations

Participate in continued education and training as required;

Perform other duties as assigned

Required Skills, Knowledge & Abilities:

2+ years of experience as a loan officer, preferably with HELOC expertise

Bachelor's degree in finance, business or related field preferred

Strong communication, sales, and relationship building skills

Proficiency with loan origination/processing software systems

Knowledge of lending guidelines, laws and regulations

Ability to multi-task and prioritize in a fast-paced environment

Detail-oriented with strong documentation and problem-solving abilities

Must possess, or have the ability to possess upon hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become licensed in multiple states

Skills

Asset ValuationComplianceCredit EvaluationDocumentationForecastingHELOCIncome VerificationLoan OriginationLoan ProcessingLoan Software SystemsMLO LicensePipeline ManagementSAFE ActSettlement CoordinationState LicensingUnderwriting

Home Equity Specialist

About this role

Essential Job Duties & Responsibilities:

Required Skills, Knowledge & Abilities:

Skills

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