Home Equity Specialist I
Rockland Trust
- Location
- Middleboro, MA
- Posted
- Sep 30
- 19 days ago
Career path
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About the company
Rockland Trust
Banking · 1,001 to 5,000 employees
Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals. Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision making, and community impact. With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank. Our long-standing philosophy, Where Each Relationship Matters®, guides how we work with our customers, colleagues, and communities every day. At Rockland Trust, our employees are at the heart of our success. We foster a collaborative, inclusive, and values driven culture that encourages professional growth, innovation, and work life balance. We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long-term careers.
What you'll do
- Review and process home equity applications in accordance with established procedures, policies and regulatory requirements.
- Review application information for completeness and accuracy and identify items requiring clarification or correction.
- Prepare and issue required disclosures and documentation accurately and within established timelines.
- Request, collect and review required supporting documentation.
- Monitor assigned applications and proactively manage outstanding items to keep files moving through the process.
- Communicate with customers and Retail partners regarding application status, documentation needs and next steps.
- Maintain accurate and timely updates within applicable systems and tracking tools.
- Escalate questions, exceptions, compliance concerns and complex situations to appropriate team members.
- Collaborate with team members to support workload balancing and coverage.
- Demonstrate a commitment to a positive customer and Retail experience.
- Follow established quality, compliance, service and productivity standards.
- Participate in training and ongoing development to expand knowledge and proficiency.
- Collaboration
- Accountability
- Adaptability and willingness to learn
- Sound judgment and escalation
- High school diploma or equivalent.
- Customer service, administrative, financial services, lending, or related experience preferred.
- Strong attention to detail and ability to accurately manage multiple tasks and deadlines.
- Ability to learn and apply Home Equity products, policies, procedures, systems, and regulatory requirements.
- Strong written and verbal communication skills.
- Demonstrated ability to work collaboratively in a team environment.
- Ability to use sound judgment within established procedures and seek guidance when appropriate.
- Proficiency with standard computer applications and ability to learn new systems and technology.
- Previous banking, mortgage, consumer lending, or financial services experience.
- Experience working in a high-volume, deadline-driven environment.
- Familiarity with loan origination or document management systems.
What you need
- Requires a high school diploma or equivalent.
- Customer service, administrative, financial services, lending, or related experience is preferred.
- Education: a high school diploma
Key skills
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Perks
- health, and dental insurance
- 401(k) and DC retirement plan
- LTD and life insurance
- paid vacation
- day care reimbursement
- tuition assistance
- wellness program
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