Home Equity Specialist I

Rockland Trust is a full-service commercial bank and financial services company committed to helping our neighbors reach their financial goals.

Founded in 1907 and headquartered in Massachusetts, we proudly serve individuals, families, and businesses throughout New England with a strong emphasis on personal relationships, local decision making, and community impact.

With a broad range of banking, wealth management, and investment solutions, Rockland Trust combines the resources of a growing financial institution with the personalized service of a community bank.

Our long-standing philosophy, Where Each Relationship Matters®, guides how we work with our customers, colleagues, and communities every day.

At Rockland Trust, our employees are at the heart of our success.

We foster a collaborative, inclusive, and values driven culture that encourages professional growth, innovation, and work life balance.

We are deeply committed to community involvement, financial education, and creating a workplace where individuals can build meaningful, long-term careers. 

Rockland Trust is hiring a Home Equity Specialist I to join our Home Equity team.

In this role, you'll support the end-to-end processing of home equity applications while building expertise in home equity products, systems, processes, compliance requirements, and customer service.

You'll work closely with customers, Retail partners, and internal teams to ensure a smooth and accurate application experience.

As part of a collaborative team environment, you'll contribute to shared goals and workload management while developing the skills and knowledge needed to independently handle increasingly complex applications and grow your career within the Home Equity team.

Key Responsibilities


* Review and process home equity applications in accordance with established procedures, policies and regulatory requirements.


* Review application information for completeness and accuracy and identify items requiring clarification or correction.


* Prepare and issue required disclosures and documentation accurately and within established timelines.


* Request, collect and review required supporting documentation.


* Monitor assigned applications and proactively manage outstanding items to keep files moving through the process.


* Communicate with customers and Retail partners regarding application status, documentation needs and next steps.


* Maintain accurate and timely updates within applicable systems and tracking tools.


* Escalate questions, exceptions, compliance concerns and complex situations to appropriate team members.


* Collaborate with team members to support workload balancing and coverage.


* Demonstrate a commitment to a positive customer and Retail experience.


* Follow established quality, compliance, service and productivity standards.


* Participate in training and ongoing development to expand knowledge and proficiency.


* Collaborati...