Equity Resources, Inc

Security Analyst

• Responsible for the day-to-day administration, monitoring, and continuous improvement of Equity Resources' cybersecurity program
• Serve as the technical lead for security operations, Microsoft 365 security, identity and access management, data protection, AI governance, vulnerability management, incident response, and enterprise network security while partnering with business stakeholders to protect company and customer information
• Duties include Security Operations and Incident Response, Network Security, Microsoft 365 Security Administration, Data Protection, AI Governance, and Microsoft Purview, Identity and Access Management, Vulnerability and Risk Management, Compliance and Governance

Senior IT Security Analyst

Customer Success Manager

• Build and maintain relationships with prequalified borrowers and past customers through proactive outreach to generate referrals, new applications, and future purchase or refinance opportunities.
• Support pipeline development by engaging prospects, conducting consistent follow-up, identifying borrower needs, and coordinating consultations with Licensed Loan Officers.
• Assist borrowers throughout the loan process by answering general questions, encouraging application completion, gathering required documentation, and providing status updates from pre-approval through closing.
• Operate strictly within the scope of a non-licensed role by referring borrowers to Licensed Loan Officers for rate quotes, loan structuring, application completion, and other licensed mortgage activities.
• Utilize Encompass loan origination system, Customer Relationship Management (CRM) platform, Microsoft Copilot, and other technology platforms to manage communications, maintain accurate loan records, document borrower interactions, and monitor pipeline activity.
• Maintain ongoing contact with customers to strengthen relationships, solicit feedback, generate referrals, and identify opportunities to enhance the customer experience.
• Track outreach efforts, pipeline activity, and performance metrics, providing accurate reporting and progress updates to management as requested.
• Resolve customer concerns promptly while delivering exceptional service and supporting the Company's "Raving Fan Service" culture.
• Achieve established outreach, engagement, and production goals while effectively managing borrower and internal stakeholder expectations.
• Acquire and maintain knowledge of mortgage products, loan processes, underwriting guidelines, company procedures, and regulatory requirements through ongoing training and professional development.
• Comply with all federal and state regulations, company policies, licensing and continuing education requirements, attend required meetings, and perform other duties as assigned.

Customer Engagement Specialist – Mortgage Origination

• build and maintain relationships with prequalified borrowers and past customers through proactive outreach to generate referrals, new applications, and future purchase or refinance opportunities
• support pipeline development by engaging prospects, conducting consistent follow-up, identifying borrower needs, and coordinating consultations with Licensed Loan Officers
• assist borrowers throughout the loan process by answering general questions, encouraging application completion, gathering required documentation, and providing status updates from pre-approval through closing
• operate strictly within the scope of a non-licensed role by referring borrowers to Licensed Loan Officers for rate quotes, loan structuring, application completion, and other licensed mortgage activities
• utilize Encompass loan origination system, Customer Relationship Management (CRM) platform, Microsoft Copilot, and other technology platforms to manage communications, maintain accurate loan records, document borrower interactions, and monitor pipeline activity
• maintain ongoing contact with customers to strengthen relationships, solicit feedback, generate referrals, and identify opportunities to enhance the customer experience
• track outreach efforts, pipeline activity, and performance metrics, providing accurate reporting and progress updates to management as requested
• resolve customer concerns promptly while delivering exceptional service and supporting the Company's "Raving Fan Service" culture
• achieve established outreach, engagement, and production goals while effectively managing borrower and internal stakeholder expectations
• acquire and maintain knowledge of mortgage products, loan processes, underwriting guidelines, company procedures, and regulatory requirements through ongoing training and professional development
• comply with all federal and state regulations, company policies, licensing and continuing education requirements, attend required meetings, and perform other duties as assigned

• Build and maintain relationships with prequalified borrowers and past customers through outreach
• Assist borrowers throughout the loan process by answering questions and encouraging application completion
• Support pipeline development by engaging prospects and conducting follow-up
• Utilize various technology platforms to manage communications and maintain accurate loan records
• Resolve customer concerns while delivering exceptional service
• Comply with all federal and state regulations and company policies

Payroll

• Independently maintain, update, and process payroll timely and accurately
• Maintenance of employee records in the HRIS system
• Report generation, and administration of benefits
• Process biweekly payroll, including validation of employee data, special payroll runs, and adjustments
• Improve payroll and commission processes for efficiency and accuracy
• Maintain payroll records, including manual checks, stop payments, direct deposit updates, and special pay items (commissions, bonuses, garnishments)
• Monitor payroll tax filings and year-end processes completed by vendor (e.g., W-2s) to ensure compliance with federal, state, and local regulations
• Conducts research, provides guidance, and ensures compliance with federal and state wage payment regulations
• Maintain accurate HRIS records (new hires, terminations, pay changes, benefits, etc.) and generate reports as needed
• Completes Verifications of Employment for current and former employees as needed
• Serve as primary point of contact for payroll and HRIS inquiries, researching and resolving issues promptly
• Manage employee benefits lifecycle, including enrollments, payroll deductions, and HSA and 401(k) administration, while partnering with vendors (Paylocity & Fidelity)
• Reviews benefits discrepancy reports from vendors and works with Paylocity and Vendor to efficiently resolve discrepancy with minimal impact to employee
• Monitors pending coverage as a result of Evidence of Insurability and follows up with Vendor and/or employee as necessary
• Facilitates COBRA administration through Paylocity
• Maintain strict confidentiality of employee and payroll data and adhere to company policies, procedures, and ethical standards
• Provide support to the HR team and assist with additional duties as needed

Payroll and Benefits Administrator

Mortgage Underwriter

• Approve saleable loans with the information provided by the next day.
• Underwrite all loans under FNMA, FHLMC, and FHA (may include USDA & VA) loan programs.
• Monitor pipeline daily and self-assigned preapprovals.
• Make underwriting decisions based on risk assessment, taking into consideration the 4 C’s of underwriting: Capacity, Credit, Collateral, and Cash.
• Deliver high-quality service with 24-hour turn times and timely updates to Mortgage Specialists.
• Analyze and report loan quality issues and monitor corrective actions.
• Uphold strict fraud prevention, confidentiality and ethical standards set by Equity Resources.
• Adapt to changing circumstances and adjusting daily priorities as needed.