Forum Credit Union

Home Equity Specialist

Job Locations US-IN-Fishers
Job ID 2021-1589
# of Openings
Regular Full-Time
Location : Name
11313 USA Parkway
Postal Code


FORUMCULogo High Resolution


Helping Members Live Their Financial Dreams


FORUM Credit Union is a member focused, results driven financial institution who strives to provide the best customer service and financial advice to all of our members.  Our mission is to help our members live their financial dreams.  We offer a full suite of financial products and serve more than 155,000 members in the greater Indianapolis area.


The Home Equity Specialist is responsible for the timely, accurate completion and review of application(s). This includes processing and facilitating closing and funding of loans. This individual is responsible for effective and timely communication with the appropriate internal team members and FORUM Borrowers associated with the loan(s) to ensure coordination and exchange of information for accomplishing the timely closing of member’s loan(s).


As a Home Equity Specialist at FORUM, a typical day might include the following:

  • Effective use of daily pipeline reports to manage workflow
  • Understanding of all second mortgage products
  • Order appraisal, title work, verifications and any other necessary documentation
  • Verify and update application information including Income, Employment, etc.
  • Ensure loan is progressing to meet expected members closing date
  • Communicate with member and loan interviewer the progress of the loan
  • Ensure all HMDA information is accurately input and updated into the system
  • Prepare closing documents for member, coordinate closing and disbursement of loan funds



This job may be for you if:

  • You accept responsibility with a high level of ownership and commitment to achieve results
  • You focus on the thoroughness and accuracy of work, including but not limited to ability to review information and follow appropriate guidelines
  • You understand and anticipate the internal and external customer business needs and act accordingly
  • You have the ability to build relationships with internal and external partners, business owners, members and colleagues
  • You consistently produce accurate, thorough and complete work within defined timelines


What we are looking for:

  • A high school education or GED
  • One year Consumer Lending, Home Equity, or Mortgage Lending experience


Employee Perks:

  • Competitive Pay
  • Student Loan Reimbursement
  • Tuition Assistance
  • Wellness Programs
  • Community Involvement and Paid Volunteer Time
  • Professional Development/Award Winning Training Program
  • 401K with Match
  • Comprehensive Benefits Package
  • Generous Paid Time Off



Please note: A criminal background screen will be conducted upon hire.

FORUM Credit Union values and celebrates diversity in the workplace. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.



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