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Home Equity Lending Officer - Plano, TX

Plano, Texas

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 (no FM origination). Involves referring customers to the appropriate line of business for products not supported.

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 or call center experience
  • Must have a strong Sales Culture mentality
  • Ability to assess needs and suggest/promote alternative products or services
  • 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
  • Ability to learn all platform systems utilized within the environment and/or aptitude in system technologies
  • Clear and concise communication - verbal, nonverbal, and written

Desired Skills :

  • Thorough knowledge of mortgage products and programs


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:

Check out the Plano office

Located a short distance from Legacy Town Center, we shop at open-air markets, take the family to the Crayola Experience and enjoy the 800 acres of outdoor beauty at Oak Point Park preserve.

Street-level photo looking up at Bank of America tower

Street Address

Primary Location:
7105 CORPORATE DR, TX, Plano, 75024