Broadview Federal Credit Union · 6 hours ago
Home Equity Closing Specialist-1
Albany, NY
Full-time
Onsite
Entry Level
$22.62/hr - $27.15/hr
1+ years expBroadview Federal Credit Union is dedicated to serving its employees, members, and community. The Home Equity Closing Specialist is responsible for completing the loan application process, ensuring excellent member service, and preparing closing documents while communicating effectively with members.
CreditEducationFinanceFinancial Services
Responsibilities
Assist members and internal customers with questions and problems related to Broadview home equity loans
Prepare home equity closing packets accurately and in a timely manner
Ensure proof of homeowner's insurance is received and accurate
Cross-selling Broadview products and services
Assist branches with closing questions
Work with Retail Loan Servicing to maintain the County Recording fee chart
Remain current on state and federal regulations that govern lending
Maintain current branch closing groups in Outlook
Monitors multiple Home Equity Closing queues and the functions within each queue, ensuring that service levels for scheduling and document preparation are met
Accurate closing documents to enable lien filing and accurate booking
Communicates directly with members regarding their loan applications in a highly effective and professional manner through multiple channels, including phone, email, and web messaging
Uses a proactive service delivery approach to maximize each member interaction, sets expectations with the member for remainder of the loan process and works to move applications toward funding
Is proficient in all technical applications, including Loan Origination System, Intranet, Internet, and has in-depth knowledge of our core systems
Attend all appropriate job-related external and in-house training provided by the credit union and departmental staff meetings
Support the annual strategic goals demonstrating consistent effort to achieve assigned individual and team goals
Acts as a champion for the use of digital loan processing solutions, including the online/mobile loan application, the Mobile Application Center and DocuSign
Look for efficiencies, improvements, and new ideas to meet goals
Actively participates in Broadview’s community initiatives, meeting expectations for volunteering
Provide mentoring and resources to support ongoing development of Home Equity Lending staff
Responsible for handling internal and external inquiries for assistance and guidance
Demonstrate strong problem resolution skills by conducting research through various resources and solving problems independently
Assist with projects, as needed
Help train new closing staff
Partner with Branch and Retail Loan Servicing to resolve closing/documentation errors
Performs other duties as assigned
Qualification
Required
High School diploma (or GED)
1 - 2 years related experience and/or training; and 6 months experience or training with the loan origination system preferred
Ability to prioritize tasks
Prior experience in customer/member service and cross selling within a financial services environment
Proficiency in Microsoft Word and Excel, ability to use Adobe
Strong verbal and written communication skills and interpersonal skills
Strong mathematical skills
Proficiency in the preparation of loan documents for real estate related transactions
Demonstrate ability to lead, mentor and train co-workers, strong knowledge of Credit Union and lending goals, policies, procedures, processes, and decision-making parameters. Ability to act independently
Skilled in effectively handling member service issues; including service recovery
Self-motivated with enthusiasm for working independently in a team environment; strong prioritization skills
Preferred
6 months experience or training with the loan origination system preferred
Bilingual individuals who are fluent in a second language in addition to English are highly encouraged to apply
Benefits
Competitive benefits package
Company
Broadview Federal Credit Union
Broadview FCU provides personalized banking solutions, financial education, and a platform for bonus enrollment.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Michael Castellana
Chief Executive Officer
Earl T. Young
Chief Lending & Credit Officer
Recent News
Bizjournals.com Feed (2025-11-12 15:43:17)
2026-01-20
Seattle TechFlash
2025-05-27
2025-04-27
Company data provided by crunchbase