Equity Lending Specialist - Chandler, AZ
Job in
Chandler, Maricopa County, Arizona, 85249, USA
Listing for:
Bank of America
Full Time
position
Listed on 2026-01-16
Job specializations:
-
Sales
Banking & Finance, Financial Sales
Job Description & How to Apply Below
Position: Home Equity Lending Specialist - Chandler, AZ
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving responsible growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive responsible growth. This includes our commitment to an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’s physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in‑office culture with specific requirements for office‑based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role‑specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for working in a national inbound contact center and providing comprehensive home equity lending guidance and solutions to prospective borrowers. Key responsibilities include taking client calls to uncover their life priorities, financing objectives, and home equity lending needs, and structuring home equity loan solutions by leveraging defined processes and tools. Job expectations include connecting with clients to execute consistent follow‑up routines and partnering with key functions to proactively manage priority milestones.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process.
Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities
Provides end-to-end comprehensive lending guidance and solutions to prospective borrowers by uncovering their life priorities and determining client financing objectivesAnswers inbound calls and makes outbound calls to provide new and existing clients clinically guidance and advice to uncover lending needs and assist them with determining the best solutionWorks with clients and business partners throughout the loan process to ensure consistent client communication and follow‑ups are conductedPartners with key functions across home lending to proactively manage priority milestones within the loan processMaintains and applies knowledge of home equity lending policies, procedures and regulatory requirements, changing market conditions, and business trends to prospective and existing bank clients when providing sales and service solutionsRecommends additional bank products based on client’s needs through partner referralsDemonstrates a commitment to professional ethics, conforms to all Federal and State compliance policies, and adheres to Home Mortgage Disclosure Act (HMDA) requirementsferme
Required Qualifications 1+ year of customer facing and/or customer contact center experienceHas a strong relationship‑deepening and client care mentalityActively listens to the client to determine their needs and goals and has a desire to interact with clients proactivelyHas an ability to assess client needs and recommend products or servicesHas an ability to learn all platform systems utilized within the environment and/or aptitude in system technologiesHas an ability to work under pressure during high volume periodsHas an ability to build and maintain positive rapport with service partnersCan prioritize competing tasksHas adaptability and is flexible to changeIs a strong communicator, written, oral and non‑verbalCan be flexible to work weekends and/or extended hours as neededCommunicates professionally, effectively and confidently and is comfortable engaging задерж clients over the phoneHas an ability to handle multiple business models to support changing business needsWorks…
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