HELOC Administrator - Retail

About this role:

Responsible for the administration, coordination, and oversight of the Bank’s Home Equity Line of Credit (HELOC) program and related processes across all First Bank locations. Oversees the end-to-end HELOC function, including application review, pre-underwriting support, documentation management, closing preparation, funding, post-closing activities, and ongoing system administration to ensure operational efficiency, regulatory compliance, and a consistent customer experience. Serves as a central resource for loan officers, retail management, and support departments by coordinating with internal teams and external vendors, including title companies, appraisal companies, insurance providers, and forms vendors. Maintains responsibility for the integrity and accuracy of HELOC documentation, loan origination system updates, training materials, and procedural guidance related to consumer real estate lending. Assists in identifying process improvements, compliance risks, training opportunities, and operational efficiencies to support the effective management and growth of the Bank’s HELOC portfolio.


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