Home Equity Processor Team Lead

Citizens Bank
United States
Workplace: HybridFull timeFunction: Administration & Executive AssistanceEducation: high_schoolSkills: ["Execution focus","Personal initiative","Self-awareness","Document and records management","Operational excellence","Diversity inclusion belonging","Communication"]

Lead the review and evaluation of documentation for the most complex home equity loan applications. Ensure files meet department standards by completing reviews, writing clear comments, and updating application status in loan systems. Partner with loan officers, branch colleagues, and loan-savvy customers to obtain missing information and coordinate required documents and closing-related items. Provide peer support, training for new processors, and managerial coverage when the POD Manager is absent.

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FursaFursa
Citizens Bank
Citizens Bank
1 week ago

Home Equity Processor Team Lead

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Last checked: 4 hours agoStatus: Live

Job Summary

Lead the review and evaluation of documentation for the most complex home equity loan applications. Ensure files meet department standards by completing reviews, writing clear comments, and updating application status in loan systems. Partner with loan officers, branch colleagues, and loan-savvy customers to obtain missing information and coordinate required documents and closing-related items. Provide peer support, training for new processors, and managerial coverage when the POD Manager is absent.
Location: United States
Workplace: Hybrid
Employment Type: Full time
Job Function: Administration & Executive Assistance
Seniority: Manager level

Key Responsibilities

  • •Review the most complex home equity loan application documentation.
  • •Interact with customers and internal teams to obtain required documents and order/review titles, appraisals, flood certifications, and income documents.
  • •Complete reviews within department standards, enter clear comments, and edit application/document status in appropriate loan systems.
  • •Make welcome calls and follow department call cadence, documenting contacts and outcomes in the system of record.
  • •Provide peer support and on-the-job training; provide managerial support in the absence of the POD Manager.

Key Requirements

  • •5-7 years of financial service experience.
  • •3-5 years of home equity or mortgage processing experience.
  • •Review loan application documentation and ensure accuracy and completeness to department standards.
  • •Communicate professionally with internal and external customers about status, missing information, and required documentation/closing information.
  • •Previous leadership experience (preferred) or willingness to provide peer support and training.
Experience:Financial servicesLendingMortgageHome equity
Education:High School
Skills:Execution focusPersonal initiativeSelf-awarenessDocument and records managementOperational excellenceDiversity inclusion belongingCommunication
Languages:English

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