Equity Support Specialist

Home Equity Support Specialist

The Home Equity Support Specialist would play a critical role in the Home Equity department by serving as a liaison between Loan Officers, Branch staff, and Operations. The specialist is responsible for early file quality, disclosure accuracy, and documentation compliance, while also acting as a subject matter expert for branch teams with limited home lending experience.

Home Equity Support Specialists ensure the accuracy and completeness of loan files, manage disclosures, coordinate with underwriting and loan officers, and serve as a resource for branch staff. They maintain detailed records for quality tracking and contribute to error trend reporting.

• Perform initial file intake and quality review to ensure application accuracy and completeness
• Validate and update income, credit, and application data in the POS and LOS
• Organize, label, and maintain received documentation in accordance with documentation standards
• Issue required pre-processing disclosures and notices, including initial disclosures, redisclosures, notices of in completion, denial and withdrawal notices (decision provided; preparation and issuance only)
• Partner with underwriting to identify and disposition dead or non-viable files early
• Advance clean, compliant files to Processing
• Identify missing or incorrect documentation and coordinate with Loan Officers to resolve issues
• Maintain detailed records of errors and missing documentation for coaching and quality tracking purposes
• Compile and contribute to recurring error trend reports in partnership with the Home Equity Sales & Service Manager
• Serve as a subject matter expert and resource for branch staff originating home equity applications
• Provide light pipeline coordination and queue management support (non-member-facing)

• High School diploma or GED required
• Minimum of two years’ experience in Mortgage or Equity Operations

• Professional verbal and written communication skills
• Multi-tasker with strong time management and organizational skills who can work in a fast-paced environment
• Analytical and critical review skills
• Ability to exhibit a positive attitude and professional demeanor and can lead by example
• Adherence and understanding of Mortgage related operational procedures

• Health, Dental and Vision insurance
• Life and Disability insurance options
• Paid Time Off starts accruing once hired and includes a paid birthday day off
• 401(k) Retirement plan with up to a 10% match of base gross compensation
• Tuition reimbursement opportunities & professional development
• Volunteer opportunities – earn additional PTO hours
• On-site clinics for Vaccines and Mammograms

General Electric Credit Union is an Equal Opportunity Employer