Home Equity Specialist - Westchase District

The Home Equity Specialist is the primary loan originator for Texas Home Equity loans, HELOCS and Home Improvement loans and on occasion, lot loans, for the credit union. This person is responsible for taking loan applications, obtaining supporting documentation required for the loan request, locking the rate, and submitting the loan to processing. They will ensure the loan is structured in accordance with the members request while at the same time ensuring the loan complies with credit union and regulatory requirements.

• Conducts the loan interview, reviews income, employment history, residency history as well as, collateral requirements for the loan request. They will also review credit reports, credit scores and other supporting information and documentation to ensure the member and the collateral meet the minimum requirements for origination. Complies with regulatory requirements to ensure application documents completed accurately and are provided to the member/...