Home Equity Processor

As a part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself!

When you are in this role, you will review submitted documentation to ensure compliance with bank requirements. Additionally, you will follow-up and review routine documentation requirements with customers, loan officers, branches, and other financial institutions. Furthermore, you will complete reviews within department standards and enter clear, concise comments, edit information and document application status on appropriate loan systems. Lastly, 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, 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!

Primary responsibilities include

• Review loan application documentation.
• Interact with customers, work 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 customer's are communicated direct and well informed of all aspects of their line in process.
• Ensure that documentation exists in the system of record of their call cadence contacts, results of the contact so that they and any colleague who reviews the file is aware of the file status.

Qualifications, Education, Certifications and/or Other Professional Credentials

• Required Qualifications
  • 2-4 years of financial services, banking, or lending experience
  • 3-5 years Customer Service experience 
• Preferred Qualifications
  • Ability to work in a fast paced environment
  • Spanish Speaking a plus! 

Hours & Work Schedule

• Hours per Week: 40 
• Work Schedule: M-F 8-5 
  • Location - Cincinnati (Mason) 4 days in office, 1 hybrid

Pay Transparency

The salary range for this position is $24.03 - $31.25/per hour, plus an opportunity to earn additional incentive earnings. Actual pay is based on various factors including but not limited to the budget, work location, and relevant skills and experience. 

We offer competitive pay, comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrangements, education reimbursement, wellness programs and more. Note, Citizens’ paid time off policy exceeds the mandatory, paid sick or paid time-away policy of every local and state jurisdiction in the United States. For an overview of our benefits, visit https://jobs.citizensbank.com/benefits.