FourLeaf Federal Credit Union · 2 weeks ago
Home Equity Lending Specialist – Lending Tree
Nassau County, NY
Full-time
Onsite
Entry, Mid Level
$28.29/hr - $33.25/hr
2+ years expFourLeaf Federal Credit Union is committed to providing the best-in-class member and employee experience. The Home Equity Lending Specialist will serve as a subject matter expert in home equity products, focusing on evaluating credit files and engaging customers to drive loan pull-through.
BankingCommunitiesFinanceFinancial ServicesInsuranceLendingMortgage
Responsibilities
Lead outbound calling initiatives using the Five9 platform to execute strategic member engagement campaigns aligned with business objectives. Campaigns focus on targeted outreach to members identified through data-driven criteria. Maintain accurate and comprehensive records of all interactions using Salesforce CRM as the system of record
Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals. Clearly communicate available programs and processes, setting accurate expectations to ensure a transparent and informed member experience
Responsible for achieving individual performance objectives and effectively managing the loan pipeline, while closely monitoring loans in process to ensure a seamless and high-quality member experience throughout the lending journey
Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures to ensure data integrity and compliance
Demonstrates advanced credit underwriting expertise and proficiency in analyzing credit reports to facilitate insightful member conversations and strategically restructure loans for optimal outcomes
Comply with all aspects of Bank Secrecy ACT (BSA)/Anti-Money Laundering (AML), Office of Foreign Asset Control (OFAC) and Consumer Financial Protection Bureau (CFPB) regulatory requirements as it relates to this position
Qualification
Required
High School Diploma or GED
2+ years of lending experience in sales or tele-sales
Sales experience, team player, strong oral and written communication skills, time management and prioritization skills to meet deadlines and close sales in a timely manner
Lending Certified
NMLS License
Benefits
Medical, dental, and vision coverage
401K plan with employer match
Reimbursement programs
Wellness programs
Annual performance-based bonus
Competitive 401k
Tuition reimbursement
Flexible work options
Volunteer opportunities
Water Cooler Chats with executive teammates
Clubs & Sports
Food truck days
Company
FourLeaf Federal Credit Union
FourLeaf Federal Credit Union is a financial institution that offers savings, insurance, and loan products to support your finances.
501-1000 employees
Funding
Current Stage
Late StageRecent News
2026-01-16
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