HELOC Intake Coordinator

Wintrust Mortgage was founded in 1981 to help customers achieve the American dream of home ownership and has since successfully navigated the ever-changing real estate market. As a full-service, federally chartered lender with offices located across the country, we’re dedicated to providing customers with a wide range of mortgage products and have the capability to lend in all 50 states. To complement the basic conventional, FHA, and VA loan programs, we are uniquely positioned to meet the needs of the continually evolving market.

Wintrust Mortgage is part of Wintrust, a financial services company with more than $66 billion in assets.

• An award-winning culture! We are rated a Top Workplace by the Chicago Tribune (past 10 years) and Employee Recommended award by the Globe & Mail (past 6 years)
• Competitive pay and discretionary or incentive bonus eligible
• Comprehensive benefit package including medical, dental, vision, life, a 401k plan with a generous company match and tuition reimbursement to name a few.
• Family-friendly work hours
• With 175+ community bank locations, we offer opportunities to grow and develop in your career.
• Promote from within culture.

• We have a culture that encourages an entrepreneurial spirit.
• We offer multiple opportunities for development and upward mobility.

The HELOC Intake Coordinator is responsible for reviewing the loan application from the customer for completeness before triggering an application in Encompass. The Intake Coordinator is responsible for pulling credit for the customer and confirming the transaction meets general HELOC product requirements. The Intake Coordinator collects missing documentation from the customer prior to submission to Processing. The Intake Coordinator sends the initial HELOC disclosure package to the customer for signatures.

The Intake Coordinator assigns a Processor to the transaction and moves all necessary milestones in Encompass.

• Review HELOC loan applications for completeness and compliance with guidelines.
• Send out initial HELOC disclosure packages
• Pull credit and collect missing documentation from the borrower.
• Assign Processors and move necessary milestones in Encompass

• 1-3 years of experience in Lending, Customer Service, or Banking
• Experience reviewing HELOC loan applications for completeness and compliance with guidelines
• High School Diploma
• General Computer Skills

Medical Insurance

• Dental
• Vision
• Life insurance
• Accidental death and dismemberment
• Short-term and long term Disability Insurance
• Parental Leave
• Employee Assistance Program (EAP)
• Traditional and Roth 401(k) with company match
• Flexible Spending Account (FSA)
• Employee Stock Purchase Plan at 5% discount
• Critical Illness Insurance
• Accident Insurance
• Transportation and Commuting Benefits
• Banking Benefits
• Pet Insurance

The estimated hourly range for this role is $20.19-$26.44, along with eligibility to earn an annual bonus. Actual salaries may vary based on several factors, such as a candidate’s qualifications, skills, and experience.

From our first day in business, Wintrust has been proud to serve a variety of unique communities and people from all walks of life. To build a company that reflects the communities we serve, we believe that fostering a unique and inclusive workplace where everyone feels valued and empowered to succeed will support our ongoing success. Wintrust Financial Corporation, including community banking and financial services subsidiaries, is an Equal Opportunity Employer.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.