BCU · 2 days ago
Spec, Mortgage Loan Sales
Vernon Hills, IL
Full-time
Hybrid
Entry Level
$45K/yr - $67K/yr
1+ years expBCU is a growing organization that empowers people to discover financial freedom. The role is critical in driving mortgage sales performance by managing lead flow, ensuring member engagement, and supporting loan officers throughout the loan process.
BankingFinancial Services
Hiring Manager
Sarah Savio, PHR
Responsibilities
Respond to new inquiries within minutes using CRM and automated tools
Qualify leads quickly and schedule appointments with loan officers
Maintain pipeline visibility and prioritize high-intent borrowers
Conduct initial member outreach via phone, email and text
Provide timely updates and reminders to keep members engaged
Track communication in CRM to ensure no borrower is left unattended
Become familiar with Fannie Mae guidelines to evaluate members overall credit/risk standing, perform needs assessment
Consistently achieve monthly and annual sales and service goals, including CRM SLA’s
Comply with all applicable policies, procedures, and regulations related to mortgage loan origination
Successfully complete all required registrations or certifications as needed
Qualification
Required
College degree or equivalent experience required
Must excel and have experience in customer and relationship management
Excellent oral and written communication skills
Strong analytical, sales and telemarketing skills
Skillful at prioritizing work and have the ability to perform in a fast-paced environment
Ability to perform multiple tasks simultaneously
Preferred
Minimum of 1-2 years mortgage lending preferred
Company
BCU
BCU offers banking, checking, savings, investment, credit cards, financial, business and digital banking services.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
Mike Valentine
President/CEO
Recent News
2025-08-22
2025-04-08
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