Home Equity Production Services Specialist
Citizens Financial Group
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- Location
- Johnston, RI
- Work style
- On-site
- Job type
- Full time
- Posted
- Oct 2
- 18 days ago
Career path
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About the company
Citizens Financial Group
Banking · 10,001+ employees
What you'll do
- Accurately and professionally respond to all inquiries regarding Home Equity Line of Credit application from the time of data entry to the loan closing process.
- Make outbound calls and respond to inbound calls from customers and branch colleagues to schedule closings.
- Review and effectively, completely, and accurately communicate the details of the transaction to ensure that there are no surprises.
- Adhere to regulatory and bank guidelines.
- Meet department productivity and quality standards.
- Hours per Week: 40
- Work Schedule: M - F 10:15am to 7:00pm
What you need
- Requires ability to navigate a data entry system or relevant applications, strong computer and communication skills, knowledge of Home Equity product policies and regulatory requirements, and flexibility to work overtime as needed.
Key skills
Strong computer skillsTelephone etiquetteKnowledge of loan guidelinesHome Equity productsRegulatory requirementsEmpowerMainframeFinesse Phone System
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Read the full posting here
As part of our team, you’re made ready for a fulfilling career with exciting new challenges and opportunities to stretch yourself! While in this role, you are responsible for providing world-class service to both internal and external bank customers in an incoming call center environment. Additionally, you will accurately and professionally respond to all inquiries regarding Home Equity Line of Credit application for the time of data entry to the loan closing process. You must have knowledge of loan guidelines, ability to rework loans, and must be familiar with state and federal regulations. Lastly, you will adhere to regulatory and bank guidelines while meeting department productivity and quality standards. 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
Accurately and professionally respond to all inquiries regarding Home Equity Line of Credit application from the time of data entry to the loan closing process.
Make outbound calls and respond to inbound calls from customers and branch colleagues to schedule closings.
Review and effectively, completely, and accurately communicate the details of the transaction to ensure that there are no surprises.
Adhere to regulatory and bank guidelines.
Meet department productivity and quality standards.
Qualifications, Education, Certifications and/or Other Professional Credentials
Required Qualifications
Requires ability to navigate a data entry system or other relevant applications
Familiarity with Empower, Mainframe, Finesse Phone System and other internal bank systems preferred
Knowledge of policies and procedures relating to Home Equity products
Strong computer skills
Excellent verbal and written communication skills, telephone etiquette and friendly attitude
Effective interpersonal stills, must be a team player
Ability to work in a fast-paced environment
Dependable and willing to be flexible with work schedule, including working overtime as needed
Understanding of regulatory requirements
Preferred Qualifications
Retail branch experience preferred
Call center experience preferred
Hours & Work Schedule
Hours per Week: 40
Work Schedule: M - F 10:15am to 7:00pm