GoodLeap · 5 days ago
Home Equity Specialist
Roseville, CA
Full-time
Onsite
Entry, Mid Level
$28.85/hr - $28.85/hr
2+ years expGoodLeap is a technology company focused on delivering financing and software products for sustainable solutions. The Home Equity Specialist is responsible for originating high-quality home equity line of credit (HELOC) loans by effectively communicating with customers, gathering documentation, evaluating applications, and closing approved loans.
Responsibilities
Meet and exceed assigned loan production goals and targets; Maintain pipeline management reports and forecast future opportunities
Prospect for new HELOC customers through inbound call campaigns
Educate customers on HELOC products and eligibility requirements
Gather financial documents and process loan applications
Evaluate applications based on credit worthiness, income verification, asset valuation, etc
Present completed packages for underwriting approval
Coordinate closings with settlement agents and title companies
Ensure compliance with all applicable lending laws and regulations
Participate in continued education and training as required
Perform other duties as assigned
Qualification
Required
2+ years of experience as a loan officer, preferably with HELOC expertise
Bachelor's degree in finance, business or related field preferred
Strong communication, sales, and relationship building skills
Proficiency with loan origination/processing software systems
Knowledge of lending guidelines, laws and regulations
Ability to multi-task and prioritize in a fast-paced environment
Detail-oriented with strong documentation and problem-solving abilities
Preferred
Bachelor's degree in finance, business or related field preferred
Company
GoodLeap
GoodLeap is a technology company delivering best-in-class financing and software products for sustainable solutions, from solar panels and batteries to energy-efficient HVAC, heat pumps, roofing, windows, and more.
501-1000 employees
H1B Sponsorship
GoodLeap has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (15)
2024 (13)
2023 (6)
2022 (7)
2021 (2)
Funding
Current Stage
Late StageLeadership Team
Hayes Barnard
Founder, Chairman and CEO
John Shrewsberry
Chief Financial Officer
Company data provided by crunchbase