Home Equity Processor Team Lead

At Citizens, we’re more than a bank and here, you’ll experience new things, create new opportunities, think beyond your role, and make an impact!

As the Home Equity Processor Team Lead, you will receive and evaluate documentation for the most complex loan applications and interact with loan savvy customers to ensure necessary information is obtained, complete and accurate. You will be responsible for completing reviews within department standards, entering clear, concise comments, and editing information and document application status on appropriate loan systems. It is expected that you will communicate professionally in oral and written format with internal and external customers regarding status requests, missing information, explanation of required documentation and/or closing information.

Most importantly, while in this role you’ll feel valued for who you are and supported to achieve what’s important to you, personally and professionally!

Primary responsibilities include

• Reviewing the loan application documentation.
• Interacting with customers, working with both loan officers and branch colleagues to obtain required documents from customers, order and review property titles, appraisals, flood certifications, and income documents to ensure accuracy and completeness.
• Make welcome calls on new files, follow the department's call cadence throughout the process to ensure customers are communicated direct and well informed of all aspects of their line in process.
• Ensure that they document in the system of record their call cadence contacts, results of the contact so that they and any colleague who reviews the file is aware of the file status.
• Provides peer support for other processors and on the job training for newly hired processors.

• Provide managerial support in absence of POD Manager

  
  

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • 5-7 years of financial service experience
  • 3-5 years of home equity or mortgage processing experience 
• Preferred Qualifications
  • Previous experience in a fast-paced lending environment
  • Previous leadership experience

Hours & Work Schedule

• Hours per Week: 40 
• Work Schedule: M-F 8am-5pm (Hybrid - 4 days in the office, Mason, OH - 1 day remote) 

Equal Employment Opportunity

Citizens, its parent, subsidiaries, and related companies (Citizens) provide equal employment and advancement opportunities to all colleagues and applicants for employment without regard to age, ancestry, color, citizenship, physical or mental disability, perceived disability or history or record of a disability, ethnicity, gender, gender identity or expression, genetic information, genetic characteristic, marital or domestic partner status, victim of domestic violence, family status/parenthood, medical condition, military or veteran status, national origin, pregnancy/childbirth/lactation, colleague’s or a dependent’s reproductive health decision making, race, religion, sex, sexual orientation, or any other category protected by federal, state and/or local laws. At Citizens, we are committed to fostering an inclusive culture that enables all colleagues to bring their best selves to work every day and everyone is expected to be treated with respect and professionalism. Employment decisions are based solely on merit, qualifications, performance and capability.

Equal Employment and Opportunity Employer

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Background Check

Any offer of employment is conditioned upon the candidate successfully passing a background check, which may include initial credit, motor vehicle record, public record, prior employment verification, and criminal background checks. Results of the background check are individually reviewed based upon legal requirements imposed by our regulators and with consideration of the nature and gravity of the background history and the job offered. Any offer of employment will include further information.