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Goodleap

Sustainable home upgrades via POS marketplace

Home Equity Specialist

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeRemote

About the Job

Requirements

  • At least 2 years of experience as a loan officer; HELOC expertise is preferred.
  • A bachelor's degree in finance, business, or a related field is preferred.
  • Strong communication, sales, and relationship-building skills are required.
  • Proficiency with loan origination and processing software systems is required.
  • Knowledge of lending guidelines, laws, and regulations is required.
  • Ability to multitask and prioritize in a fast-paced environment is required.
  • Detail-oriented documentation and problem-solving abilities are required.
  • Must possess, or be able to obtain upon hire, a Mortgage Loan Originator license under the SAFE Act; may be required to become licensed in multiple states.

Responsibilities

  • Meet and exceed assigned loan production goals and targets; maintain pipeline management reports and forecast future opportunities.
  • Prospect for new HELOC customers through inbound call campaigns.
  • Educate customers on HELOC products and eligibility requirements.
  • Gather financial documents and process loan applications.
  • Evaluate applications based on creditworthiness, income verification, asset valuation, and related factors.
  • Present completed packages for underwriting approval.
  • Coordinate closings with settlement agents and title companies.
  • Ensure compliance with applicable lending laws and regulations.
  • Participate in continued education and training as required.
  • Perform other duties as assigned.

About the Company

Goodleap

Sustainable home upgrades via POS marketplace

GoodLeap operates a sustainable home solutions marketplace with a single point-of-sale platform that connects homeowners to over 18,000 sustainable home professionals. It offers flexible payment options and earns commissions from transactions between homeowners and pros. The platform combines a large vetted network with integrated POS and financing, and donates to GivePower with every sale. Its goal is to help people upgrade homes sustainably while saving money and to fund sustainable energy projects through GivePower.

Company size
1,001-5,000
Company stage
Debt Financing
Total funding
$2.2B
Headquarters
Roseville, CA
Founded
2003

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