HELOC Support Desk Liaison

Job Summary

Managing the Equity Advantage HELOC application experience, the full-time remote HELOC Support Desk Liaison will oversee the pipeline from submission to funding while providing exceptional customer service and support to lender partners.

Key responsibilities

• Proactively manage the HELOC pipeline by monitoring application status and communicating with lenders and Loan Officers
• Serve as the primary contact for application-level inquiries, troubleshooting issues, and guiding lenders through the digital application process
• Coordinate internal escalations and track performance metrics to improve application-to-funding efficiency

Required qualifications

• 3+ years of experience in mortgage operations, processing, account management, or lender/broker support
• Working knowledge of the loan lifecycle, including documentation, valuation, and funding processes
• Experience with digital origination portals and loan origination system (LOS) platforms
• Strong organizational skills with the ability to manage a high-volume pipeline effectively
• Clear communication skills across various channels, including phone, email, and chat