Achieva Credit Union · 1 day ago
Direct Home Equity Loan Processor I
Dunedin, FL
Full-time
Hybrid
Entry Level
3+ years expAchieva Credit Union is a financial institution seeking a Direct Home Equity Loan Processor I to ensure timely and accurate processing of HELOC loans. The role involves collaborating with Underwriters and Loan Consultants to obtain necessary documentation and providing excellent service to members.
AccountingBankingFinancial Services
Responsibilities
Provides prompt, friendly and accurate service to internal and external members
Delivers professional and efficient loan services focusing on individual needs
Identifies and offers products and services that will improve our member’s financial life
Perform member maintenance as required
Review and analyze application to obtain all supporting documentation needed to satisfy underwriting conditions
Provide accurate and timely processing of loan applications in accordance with lending policies including homeowners’ insurance requirements and deductible limits
Be knowledgeable in the preparation of Home Equity loan closing documents, funding requirements and Achieva lending guidelines
Obtain payoffs and cut checks as required to meet funding conditions
Maintain detailed notes in LOS
Ensure all compliance documentation is uploaded into OnBase
Work closely with title companies and analyze title reports and O&Es to clear title requirements to perfect lien
Record loan documents in the proper county
Confirm and schedule closings and funding, coordinate signing of documents
Prepares loan documentation and closes files electronically
System testing and validations as needed for break/fixes, upgrades, enhancements requests
Participate in Department and Corporate level projects as needed
Effectively communicate system issues, requested enhancements and provide suggestions on ways to continually improve processes
Meet/exceed assigned production goals by managing pipeline efficiently and review daily to ensure that loans are moving forward
Accountable for meeting production and sales goals
Qualification
Required
High school diploma or equivalent
1-2 years experience in a financial institution
1-2 years sales experience
3-5 years with consumer loans, home equity or mortgage processing
Ability to identify and solve problems
Ability to work closely with title companies and analyze title reports and O&E's
Exceptional communication skills
Knowledgeable in the preparation of home equity loan closing documents and funding requirements
Intermediate computer skills including with Microsoft Outlook, Word and Excel
Organized with high attention to detail
Ability to multi-task and work at a moderate to rapid pace
Ability to work independently and collaborate when needed
Company
Achieva Credit Union
Achieva Credit Union offers business loans and accounts, home loans, student loans, youth accounts, and credit card services.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
John Wintermeier, CIE, CCE
SVP/CIO
Jim Dawson
Chief Data and Development Officer
Recent News
2025-12-11
Tampa Bay Business Journal
2025-03-06
2025-03-06
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