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Home Equity Specialist - Charlotte

Charlotte, North Carolina

Job Description:

Provides customer solutions by providing seamless delivery of service and/or sales by answering and/or placing calls in a contact center environment. Works with prospective and existing clients to provide financial solutions through lending and companion products that require complex financial analysis and sales techniques. Requires knowledge of multiple products and ability to deepen or retain relationships through service and sales. Requires extensive knowledge of lending criteria and policy as well as all applicable systems. Retain current HE customers who are nearing end of draw or requesting a payoff though HE loan sales (HE Loan Originations (no FM origination). Involves referring customers to the appropriate line of business for products not supported. Review existing accounts and new account options with customer. Performs routine account-related transactions.

Process a limited set of customer service requests (check orders, address changes). Delivers exceptional customer service by maintaining thorough knowledge of lending programs, policies, procedures and regulatory requirements, demonstrating a commitment to professional ethics, complying with all Federal and State compliance policies and adhering to HMDA requirements.

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 your position requires SAFE Act registration, you will be 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 your immediate termination.

Required Skills :

  • 1+ year sales call center experience
  • Must have a strong Sales Culture mentality
  • Thorough knowledge of mortgage products and programs
  • Ability to assess needs and suggest/promote alternative products or services
  • Proficient in all platform systems utilized within the environment and/or aptitude in system technologies
  • Ability to work under pressure during high volumes
  • Ability to build and maintain positive rapport with service partners
  • Ability to delegate, multi-task and adapt easily to change
  • Clear and concise communication - verbal, nonverbal, and written

Desired Skills :

  • 2+ years mortgage sales experience


1st shift (United States of America)

Hours Per Week: 


Learn more about this role

Full time


Manages People: No

Travel: No


Talent Acquisition Contact:

Referral Bonus:

Street Address

Primary Location:
900 W TRADE ST, NC, Charlotte, 28255