Overview
About GoodLeap:
Full job description
About GoodLeap: GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more. Over 1 million homeowners have benefited from our simple, fast, and frictionless technology that makes the adoption of these products more affordable, accessible, and easier to understand. Thousands of professionals deploying home efficiency and solar solutions rely on GoodLeap’s proprietary, AI-powered applications and developer tools to drive more transparent customer communication, deeper business intelligence, and streamlined payment and operations. Our platform has led to more than $30 billion in financing for sustainable solutions since 2018.
GoodLeap is also proud to support our award-winning nonprofit, GivePower, which is building and deploying life-saving water and clean electricity systems, changing the lives of more than 1.6 million people across Africa, Asia, and South America.
The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.
Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities Prospect for new HELOC customers through inbound call campaigns Educate customers on HELOC products and eligibility requirements Gather financial documents and process loan applications Evaluate applications based on credit worthiness, income verification, asset valuation, etc. Present completed packages for underwriting approval Coordinate closings with settlement agents and title companies Ensure compliance with all applicable lending laws and regulations Participate in continued education and training as required; Perform other duties as assigned
2+ years of experience as a loan officer, preferably with HELOC expertise Bachelor's degree in finance, business or related field preferred Strong communication, sales, and relationship building skills Proficiency with loan origination/processing software systems Knowledge of lending guidelines, laws and regulations Ability to multi-task and prioritize in a fast-paced environment Detail-oriented with strong documentation and problem-solving abilities Must possess, or have the ability to possess upon hire, a Mortgage Loan Originator (MLO) license per the SAFE Act; may be asked to become licensed in multiple states
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