FourLeaf Federal Credit Union · 2 weeks ago
Home Lending Specialist
Nassau County, NY
Full-time
Onsite
Entry Level
$25.72/hr - $30.22/hr
1+ years expFourLeaf Federal Credit Union is committed to providing the best-in-class member and employee experience. The Home Lending Specialist will support strategic initiatives by making outbound calls to members regarding home equity or mortgage inquiries, serving as the first point of contact and ensuring a high-quality member experience.
BankingCommunitiesFinanceFinancial ServicesInsuranceLendingMortgage
Responsibilities
Provide prompt initial response for digital home lending inquiries in accordance with goals with a focus on delivering an exceptional member experience. Utilize Salesforce CRM as primary record of contact
Conduct a consultative review to uncover and analyze member needs and provide an appropriate solution; set member expectations, explaining available programs and processes
Complete required fields in the Loan Operating System aligning to departmental Standard Operating Procedure
Manage a pipeline of leads and follow up in accordance with standard operating procedure
Maintain an understanding of FourLeaf lending program guidelines, policies and procedures while identifying inter-departmental cross sell opportunities
Responsible for individual KPI’s which contribute to the financial success of the organization
Support related areas of the team as needed. Support departmental initiatives (i.e. ARM modification program)
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
PC, Windows, Internet proficient and MS Excel, Access, and Word skills
Strong communication skills required
Must be able to work in a fast paced, high-volume environment
Must have flexibility with work hours to include Monday-Saturday
Preferred
Bachelor's degree preferred or related experience
1+ years in a sales or telesales. Prior lending experience a plus
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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