Home Equity Processor

Citizens Bank
United States
Workplace: HybridFull timeFunction: Communications, PR & CommunityEducation: high_schoolSkills: ["Customer service","Professional communication"]

Review home equity loan application documentation to ensure compliance with bank requirements and departmental standards. Coordinate with customers, loan officers, and branch colleagues to gather missing documents, and order/review property titles, appraisals, flood certifications, and income information for accuracy. Maintain clear, concise notes and application status in the loan system, and communicate professionally with internal and external customers about documentation needs and file status.

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FursaFursa
Citizens Bank
Citizens Bank
1 week ago

Home Equity Processor

✓ Verified Job

Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 4 hours agoStatus: Live
Reposted: similar role first listed 6 months ago

Job Summary

Review home equity loan application documentation to ensure compliance with bank requirements and departmental standards. Coordinate with customers, loan officers, and branch colleagues to gather missing documents, and order/review property titles, appraisals, flood certifications, and income information for accuracy. Maintain clear, concise notes and application status in the loan system, and communicate professionally with internal and external customers about documentation needs and file status.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Communications, PR & Community
Seniority: Entry level

Key Responsibilities

  • •Review submitted documentation to ensure compliance with bank requirements.
  • •Follow up and review routine documentation requirements with customers, loan officers, branches, and other financial institutions.
  • •Order and review property titles, appraisals, flood certifications, and income documents to ensure accuracy and completeness.
  • •Complete reviews within department standards and enter clear, concise comments and application status updates in loan systems.
  • •Communicate professionally in oral and written formats regarding status requests, missing information, required documentation, and closing information.

Key Requirements

  • •Customer service skills and phone/call center experience.
  • •Review loan application documentation to ensure compliance with bank requirements.
  • •Follow up with customers, loan officers, branches, and other financial institutions to review routine documentation needs.
  • •Obtain and review required documents, including property titles, appraisals, flood certifications, and income documents.
  • •Enter clear, concise comments and update application status in appropriate loan systems.
Education:High School in High School Graduate/GED
Skills:Customer serviceProfessional communication
Tech Stack:Loan systems

Company Brief

Citizens Bank
Regional bank offering retail and commercial banking, mortgage lending, wealth management, and payment services to individuals and businesses across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Providence, United States
Founded: 1828
Website