South Jordan, Utah, United States · On-site
Job Title: Equity Solutions Specialist Job Type: Full-time Location: Virginia Beach, Virginia or South Jordan, Utah All of us at Chartway stand united in our strong culture, of listening and learning. We treat people wit…
Skills: Equity lending, Customer service, Relationship building, Problem resolution, Lending regulations
Norfolk, Virginia, United States · On-site
$20/hr–$22/hr
Job Title: Relationship Specialist - Raby Road Job Type: Full-time Branch Hours: Monday – Thursday 9:00 AM – 5:00 PM; Friday 9:00 AM – 6:00 PM; Saturday 9:00 AM – 1:00 PM Location: Norfolk, Virginia Hiring Range: $20 - $…
Skills: Customer service, Relationship building, Financial wellness, Consultative advice, Problem-solving
South Jordan, Utah, United States · On-site
$23/hr–$30/hr
Job Title: Technical Support Administrator Department Hours: Monday – Friday 9:00 AM – 6:00 PM; Rotating Saturdays every 5-7 weeks (one day off during the week when working on Saturday) Location: S Jordan, Utah (one day …
Skills: Technical support, Troubleshooting, Microsoft Windows, Ethernet network, PC hardware
Humble, Texas, United States · On-site
$65k–$78k/yr
Job Title: Branch Manager II Job Type: Full-time Branch Hours: Monday – Thursday 9:00 AM – 5:00 PM; Friday 9:00 AM – 6:00 PM; Saturday 9:00 AM – 1:00 PM Location: Humble, TX Hiring Range: $65,000 - $78,000 annually ($2,5…
Skills: Sales management, Team leadership, Coaching, Mentoring, Financial services
Virginia Beach, Virginia, United States · On-site
$21/hr–$25/hr
Job Title: Real Estate Oversight & Compliance Specialist Job Type: Full-time Branch Hours: Monday – Friday 8:30AM - 5:00PM or 9:00AM – 5:30PM Location: Virginia Beach, Virginia Hiring Range: $21 - $25 per hour (Higher co…
Skills: Mortgage compliance, Real estate lending, Loan servicing, Quality control, HMDA
Suffolk, Virginia, United States · On-site
$20/hr–$22/hr
Job Title: Relationship Specialist Job Type: Full-time Branch Hours: Monday – Thursday 9:00 AM – 5:00 PM; Friday 9:00 AM – 6:00 PM; Saturday 9:00 AM – 1:00 PM Location: Suffolk, Virginia Hiring Range: $20 - $22 per hour …
Skills: Customer Service, Relationship Building, Financial Consulting, Member Transactions, Account Establishment
Washington, Utah, United States · On-site
$20/hr–$22/hr
Job Title: Relationship Specialist Job Type: Full-time Branch Hours: Monday – Thursday 9:00 AM – 5:00 PM; Friday 9:00 AM – 6:00 PM; Saturday 9:00 AM – 1:00 PM Location: Washington, Utah Hiring Range: $20 - $22 per hour (…
Skills: Member Service, Financial Wellness Consulting, Relationship Building, Account Establishment, Personal Financing
St. George, Utah, United States · On-site
$20/hr–$22/hr
Job Title: Relationship Specialist Job Type: Full-time Branch Hours: Monday – Thursday 9:00 AM – 5:00 PM; Friday 9:00 AM – 6:00 PM; Saturday 9:00 AM – 1:00 PM Location: St. George, UT Hiring Range: $20 - $22 per hour (Hi…
Skills: Spanish Bilingualism, Customer Service, Financial Consulting, Relationship Building, Account Establishment
Norfolk, Virginia, United States · On-site
$90k–$123k/yr
Job Title: Market Director Job Type: Full-time Location: Virginia area branches (Norfolk, Virginia Beach, Chesapeake, Suffolk) Hiring Range: $90,000 - $123,000 annually ($3,461.54 - $4,730.76 bi-weekly salary) (Higher co…
Skills: Strategic Planning, Team Leadership, Financial Services Knowledge, Operational Management, Talent Development
Tooele, Utah, United States · On-site
Job Title: Relationship Specialist Job Type: Full-time Location: Tooele, UT All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness, and a…
Skills: Customer Service, Relationship Building, Financial Consulting, Account Establishment, Personal Financing
Virginia Beach, Virginia, United States · On-site
Job Title: Financial Solutions Specialist Job Type: Full-Time Department Hours: Monday – Friday 8:30 AM – 7:30 PM; Saturday 9:00 AM – 3:00 PM Location: Virginia Beach, VA Hiring Range: $21 - $22 per hour (Higher compensa…
Skills: Sales, Customer Service, Financial Literacy, Communication Skills, Problem Solving
Houston, Texas, United States · Hybrid
Job Title: Bilingual (Spanish) Financial Solutions Representative I Job Type: Full-time Department Hours: Monday – Friday 8:00 AM – 8:00 PM; Saturday 8:00 AM – 5:00 PM Location: Virginia Beach, VA / Houston, TX / Tooele,…
Skills: Bilingual Spanish, Customer Service, Call Center Operations, Financial Product Knowledge, Cross-selling
Houston, Texas, United States · Hybrid
$20/hr–$21/hr
Job Title: Financial Solutions Representative I Job Type: Full-Time Department Hours: Monday – Friday 8:00 AM – 8:00 PM; Saturday 8:00 AM – 5:00 PM Location: Virginia Beach, VA / Houston, TX / Tooele, UT Hiring Range: $2…
Skills: Customer Service, Call Center Operations, Problem Solving, Cross-selling, Verbal Communication
Salt Lake City, Utah, United States · On-site
Job Title: Commercial Loan Closer/Funder Job Type: Full-time Department Hours: Monday - Friday 8:30 AM - 5:00 PM Location: Salt Lake City, Utah Hiring Range: $22 - $27 per hour (Higher compensation may be considered base…
Skills: Commercial Loan Closing, Loan Funding, Collateral Management, Regulatory Compliance, UCC Filings
Salt Lake City, Utah, United States · On-site
Job Title: Commercial Loan Underwriter Job Type: Full-time Department Hours: Monday - Friday 8:30 AM - 5:00 PM Location: Salt Lake City, Utah Hiring Range: $29 - $36 per hour (Higher compensation may be considered based …
Skills: Commercial Underwriting, Financial Statement Analysis, Credit Analysis, Risk Rating, Commercial Real Estate Underwriting
Norfolk, Virginia, United States · On-site
Job Title: Relationship Specialist Job Type: Full-time Location: Norfolk, Virginia All of us at Chartway stand united in our strong culture of listening and learning. We treat people with respect, integrity, and kindness…
Skills: Customer Service, Relationship Building, Financial Consulting, Member Transactions, Account Establishment
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The Equity Solutions Specialist manages the equity solution process by handling referrals, inbound calls, and online applications while providing sound product recommendations. They act as a liaison between members, credit officers, and processors to ensure timely loan support and exceptional member service.
Candidates must possess a bachelor's degree or equivalent experience along with 3-5 years of lending and customer service experience. Proficiency in lending regulations and strong analytical and relationship-building skills are required.
Job Title: Equity Solutions Specialist
Job Type: Full-time
Location: Virginia Beach, Virginia or South Jordan, Utah
All of us at Chartway stand united in our strong culture, of listening and learning. We treat people with respect, integrity, and kindness, and are committed to continuously developing a diverse and inclusive workplace where team members are empowered to be their authentic selves. All backgrounds, viewpoints, and life experiences are welcome, knowing this commitment strengthens our credit union family and communities.
The
Equity Solutions Specialist reports directly to the Equity Operations Manager
and is responsible for the equity solution process. This includes working
equity referrals from retail team members, taking inbound calls from members
and working online applications. Team member must have working knowledge of the
different equity products we offer, and have the ability to recommend a product
depending on a member’s unique situation, including referring to a 1st Mortgage Loan Officer if appropriate. They must have knowledge of real estate
compliance, including what constitutes an application and when disclosures are
required. Team member will serve as a liaison between the member, the credit
officers, equity processors and funder and will assist member in obtaining loan
support documents, payoffs, and with loan closings.
Responsible and Accountable for:
Knowledge, Skills and Abilities:
Education and Experience:
Chartway offers a competitive salary and a comprehensive benefits package. Candidates must have a good credit history for consideration. Salary requirements must be included and resumes must be accompanied by a Chartway Employment Application for consideration.
Chartway Federal Credit Union is an EOE/M/F/Disability/Vet Employer.
Unlocking the potential of individuals and families so they can thrive.
Guided by our Purpose and Values, we're honored to serve more than 230,000 members through our branch network and a full line of traditional and digital financial products and services, including Online, Mobile, Video, and Telephone Banking. We're dedicated to unlocking the potential of individuals and families so they can thrive. Get started now and unlock your possible. Visit us at www.Chartway.com. Additionally, We Value Community because the people we serve and the places they live are connected, and they thrive together. With the support of our circle of members, team, and business partners, we continue to do bright things to strengthen our communities. In addition to awarding college scholarships to deserving student members through our Directors’ Memorial Scholarship Program and volunteering more than 1,100 hours each year to strengthen the communities we serve, we’re proud of our foundation, the Chartway Promise Foundation. Our charitable arm strengthens the communities we serve by partnering with companion charities, sponsors, and contributors to provide the financial support needed to make dreams and wishes come to life for children facing medical challenges. We’ve raised nearly $15 million to help thousands of children through our partnerships with charitable children’s groups that share our passion and mission to make a difference. Visit www.ChartwayPromiseFoundation.org to learn more.
Offices: 5700 Cleveland St, Virginia Beach, VA 23462, US
Unlocking the potential of individuals and families so they can thrive.
Guided by our Purpose and Values, we're honored to serve more than 230,000 members through our branch network and a full line of traditional and digital financial products and services, including Online, Mobile, Video, and Telephone Banking. We're dedicated to unlocking the potential of individuals and families so they can thrive. Get started now and unlock your possible. Visit us at www.Chartway.com. Additionally, We Value Community because the people we serve and the places they live are connected, and they thrive together. With the support of our circle of members, team, and business partners, we continue to do bright things to strengthen our communities. In addition to awarding college scholarships to deserving student members through our Directors’ Memorial Scholarship Program and volunteering more than 1,100 hours each year to strengthen the communities we serve, we’re proud of our foundation, the Chartway Promise Foundation. Our charitable arm strengthens the communities we serve by partnering with companion charities, sponsors, and contributors to provide the financial support needed to make dreams and wishes come to life for children facing medical challenges. We’ve raised nearly $15 million to help thousands of children through our partnerships with charitable children’s groups that share our passion and mission to make a difference. Visit www.ChartwayPromiseFoundation.org to learn more.
Offices: 5700 Cleveland St, Virginia Beach, VA 23462, US
