HELOC Lending Specialist

What You'll Be Doing

The HELOC Lending Specialist provides support to second mortgage originations while promoting service, quality, efficiency and compliance.

• Ensure proper insurance coverage and mortgagee clause for home owner's insurance.
• Conduct quality checks the file for completeness and signed documents.
• Order appraisals for all Loan Officers.
• Provides appraisal quotes to Loan Officer Assistants
• Upload appraisals and send to the appropriate associate.
• Upload heloc files into Encompass.

• Understand and comply with mortgage industry regulations, including the Fair Credit Reporting Act, the Real Estate Settlement Procedures Act, the Community Reinvestment Act, Truth-in-Lending laws, etc.
• Ability to use logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.
• Ability to communicate effectively in writing as appropriate for the needs of the audience.
• Knowledge of principles and processes for providing customer and personal services. This includes customer needs assessment, meeting quality standards for services, and evaluation of customer satisfaction.
• Knowledge of administrative and clerical procedures and systems such as word processing, managing files and records, stenography and transcription, designing forms, and other office procedures and terminology.

• Minimum
  
  Required:
  
  High School Diploma or equivalent experience
• Minimum
  
  Required:
  
  2-5 year of banking experience

• Minimum
  
  Required:
  
  None

• Proficient in Microsoft Excel, Word, PowerPoint, Outlook
• Experience in ICE Mortgage Technology's Encompass is preferred

At Stifel we offer an entrepreneurial environment, comprehensive benefits package to include health, dental and vision care, 401k, wellness initiatives, life insurance, and paid time off.

Stifel’s bank and trust companies are equal opportunity employers. All candidates will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, marital status, veteran status, genetic information or any other protected characteristic under applicable law. If you would like more information regarding Equal Employment Opportunity rights and protections, please review the following information:
Know Your Rights.

Stifel is an Equal Opportunity Employer.