Home Equity Resume Sample

5.0
14 votes

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Ruth Baumbach
576 Goldner Valleys,  Los Angeles, CA
+1 (555) 983 5911

Work Experience


Home Equity Specialist
07/2015 - PRESENT
San Francisco, CA
  • Appropriate use of available data to generate insights into the strategy and support relevant recommendations to increase operational efficiency while maintaining acceptable levels of risk within RBC’s risk appetite
  • Use data to provide analytical support for business decisions and to explore new opportunities for Home Equity Financing strategies
  • Play a significant and key role in the production and support of reporting for external regulators, including the Bank of Canada and OSFI
  • Deliver timely and accurate analytics by
  • Performing all manner of data mining activities, including data validation, investigation
  • Communicating to stakeholders
  • Design meaningful reports for each decision area that can be used to identify potential opportunities
  • Develops an integrated strategy and approach for significant Home Equity Financing policy simplification, gains support from all stakeholders and oversees execution of strategy/approach with full accountability for results
  • Represent Home Equity Financing in retail credit policy matters by, championing and supporting key HEF strategies and projects to better serve its diverse client base, engage the sales force and win more business, while appropriately managing risk within HEF risk appetite
Home Equity Underwrtier
05/2012 - 03/2015
New York, NY
  • Oversight of the Mortgage Process with TIAA’s outsource provider and simultaneously be working on a plan to insource the operational component of Home Equity
  • Be the customer’s champion and advocate throughout the loan process – from acceptance to closing
  • Guide customers through the home loan process
  • Be a knowledgeable, kind and responsive resource for customers when they have questions
  • Effectively manage a portfolio of loan applications with focus on converting applications to funded loans
  • Flawlessly move the loan as fast as possible to closing with no surprises for the customer along the way
  • In Customer Facing Role
Discover Home Equity Admin Assistant
01/2007 - 04/2012
Philadelphia, PA
  • Amends and creates policies that align to Home Equity Financing imperatives while improving client and employee experience and reducing costs all while balancing risk versus return within RBC risk appetite and meets legal and regulatory compliance
  • Strong risk management and/or credit knowledge and experience
  • Effective collaborator - active listener, respectfully challenges, strong influencer and negotiator
  • Dissect problem and engage multiple parties for effective resolution
  • Strong program and change management skills
  • Extensive Risk Management and Policy Management experience
  • Oversight of the Mortgage Process with TIAA-CREF’s outsource provider and simultaneously be working on a plan to insource the operational component of Home Equity
  • Understand all of the vendor’s policies, processes and procedures to ensure compliance with state, federal and regulatory requirements
  • Extremely detail oriented. Excellent oral and written communication skills are necessary

Education


University of Phoenix - Chattanooga Campus
2002 - 2006
Bachelor's Degree in Business

Professional Skills


  • Demonstrated effective and efficient team player with excellent interpersonal skills
  • Advanced typing and strong computer skills- including Outlook, Microsoft Word & Excel
  • Advanced typing and strong computer skills -including Outlook, Microsoft Word & Excel
  • Home equity servicing experience (1yr) - required
  • Bank servicing experience (1yr) - required
  • Experienced in MS Office including Excel and Word
  • Customer service experience (2yr) - required

How to write Home Equity Resume

Home Equity role is responsible for microsoft, typing, word, excel, retail, finance, credit, training, security, reporting.
To write great resume for home equity job, your resume must include:

  • Your contact information
  • Work experience
  • Education
  • Skill listing

Contact Information For Home Equity Resume

The section contact information is important in your home equity resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:

  • First and last name
  • Email
  • Telephone number

Work Experience in Your Home Equity Resume

The section work experience is an essential part of your home equity resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous home equity responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular home equity position you're applying to. The work experience section should be the detailed summary of your latest 3 or 4 positions. Representative Home Equity resume experience can include:

  • Assures that lending decisions are within authorized lending limits and within the Bank’s lending policies
  • The incumbent is responsible for providing world-class service to both internal and external bank customers in an incoming call center environment
  • Identifies and researches missing information. Communicates with 3rd party agencies and/or members to obtain and/or provide necessary documentation
  • Identifies and researches missing information. Communicates with 3rd party agencies and/or members to obtain and/or provide necessary documentation
  • Closely supervised by Home Equity Processing Manager
  • Create and implement role specific tactics to support business line’s strategic objectives

Education on a Home Equity Resume

Make sure to make education a priority on your home equity resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your home equity experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.

Additional details to include:

  • School you graduated from
  • Major/ minor
  • Year of graduation
  • Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.

Professional Skills in Home Equity Resume

When listing skills on your home equity resume, remember always to be honest about your level of ability. Include the Skills section after experience. Present the most important skills in your resume, there's a list of typical home equity skills:

  • Solid understanding of RBC’s home equity business model
  • Experienced in MS Outlook
  • Two years’ experience in lending products and services
  • Experience with financial products
  • Home Equity Finance Product (or related) experience is an asset
  • Assisting members via an outbound dialer in regards to their Home Equity loan

List of Typical Skills For a Home Equity Resume

1

Skills For Home Equity Underwrtier Resume

  • Backs up the Retail Home Equity Loan Funder and post-closing review as necessary
  • Work under limited supervision
  • Create and implement tactics necessary to achieve department’s strategic objectives
  • Reviews and audits loan documentation to ensure compliance with policies, guidelines, and regulatory and state requirements
  • Researches, analyzes, and resolves member account and loan documentation problems
  • Familiar with home equity and/or mortgage products
2

Skills For Home Equity Specialist Resume

  • Through timely and responsive customer contact; needs based selling techniques; and by adhering to all applicable quality and service guidelines, meet production and customer satisfaction targets
  • Participates in various lender training programs in order to increase proficiency and attends all required professional development as required. Assists in processing as directed. Assists in team development and special projects as required
  • Handles a high volume of customer and internal inquiries with professionalism and in a timely manner. Performs a variety of filing functions and preparations of reports as directed
  • Monthly Administration – pay rosters including exceptions
  • Written Warning Gate coordinator with incentive admin
  • Follow directions, multitask and work independently
3

Skills For Home Equity Analytics & Business Intelligence Manager Resume

  • Work additional hours as warranted
  • Self motivation - Bi-lingual in Spanish required
  • 2018 Lead Design all roles includes UW
  • 2018 Lead all roles development, alignment and coordination for both – employees & Leaders
  • 15 unique employee and leader - scorecard alignments
  • Scorecard improvements - metrics/lane & activity weightings and analysis
  • Communicate and present detailed/complex analysis in clear, concise and meaningful Executive Summary
4

Skills For Head of Home Equity Portfolio Management Resume

  • Teamwork and customer service mindset
  • Accurately and professionally respond to all inquiries regarding Mortgage/Home Equity/Consumer application from the time of data entry to the loan closing process
  • Adherence to regulatory and bank guidelines
  • Meet department productivity and quality standards
  • Perform account maintenance, review data, and possible outbound calls to members and/or 3rd parties
  • Remain within Service Level Objectives (SLO)
  • Adhere to assigned schedule
5

Skills For Home Equity Operations Manager Resume

  • Reviews and audits loan documentation to ensure compliance with policies, guidelines, and regulatory and state requirements
  • Researches, analyzes, and resolves member account and loan documentation problems
  • Perform account maintenance and review through outbound calls to members and/or 3rd parties
  • Reviews and audits home equity loan documentation to ensure compliance with policies, guidelines, and regulatory and state requirements
  • Researches, analyzes, and resolves member account and home equity loan documentation problems
6

Skills For Home Equity Production Services Specialist Resume

  • Responsible for application loan processing according to established procedures and timelines. The loan process consists of day to day monitoring of individual assigned loan files by communicating with applicants, internal partners and external vendors to obtain required documents for the lending officer to render a final credit decision
  • Sends out written communication regarding application status according to established Bank and regulatory guidelines. Communicates effectively, courteously and proactively with applicants and internal and external partners
  • Provides high level of customer service to applicants, internal partners and vendors throughout the loan process. Servicing standards are set by Home Equity Processing Manager. Timeliness and responsiveness demonstrated via strong organizational and time management skills. Ability to multi-task and successfully monitor the pipeline of applications especially during peak production periods
  • Obtain required credit documentation and organizes all documents as requested by the lending officer for file review. Contact applicants upon receipt of information for further clarification as needed. Credit documents to include but not limited to: pay stubs, W-2s, personal tax returns, business tax returns, retirement documents, trust documents etc

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