Home Equity Specialist

HeatLeap

West Roseville, CA, US
On-site
Home equity line of credit origination
Customer communication skills
Application evaluation process
GoodLeap is seeking a Home Equity Specialist to originate high-quality home equity line of credit (HELOC) loans, emphasizing customer communication and application evaluation. The role is located in West Roseville, CA, and is part of a company focused on sustainable technology solutions

Job Summary

  • The role focuses on originating high-quality home equity line of credit loans for sustainable home solutions like solar panels and heat pumps.
  • Candidates will effectively communicate with customers to gather necessary documentation and evaluate loan applications for approval.
  • GoodLeap supports a mission-driven culture through its nonprofit partner GivePower, which provides water and clean electricity systems globally.

Matching Summary

Match Score: 85

GoodLeap is seeking a Home Equity Specialist to originate high-quality home equity line of credit (HELOC) loans, emphasizing customer communication and application evaluation. The role is located in West Roseville, CA, and is part of a company focused on sustainable technology solutions.

Skills & Requirements

Must-have

  • Home Equity Line of Credit origination
  • Customer communication skills
  • Application evaluation process
  • Documentation gathering expertise
  • Loan closing procedures

Nice-to-have

  • Experience in sustainable solutions financing
  • AI-powered application familiarity
  • Transparent customer communication style
  • Background in solar or energy efficiency
  • Strong business intelligence usage

Key Requirements

  • Ability to close approved loans
  • Experience in HELOC loan origination
  • Strong customer service and communication abilities

Work Rights

Not specified

Tailored Resume

Cover Letter