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About the Role

The Home Equity Lending Specialist is a subject matter expert in home equity products with strong credit underwriting and analytical skills. This role focuses on evaluating credit files and identifying opportunities to restructure loans for optimal approval. Specialists support strategic initiatives by making outbound calls to engage customers and drive loan pull-through. Primary focus is on targeted outreach to members identified through data-driven criteria.

Responsibilities

Lead outbound calling initiatives using the Five9 platform to execute strategic member engagement campaigns aligned with business objectives.
Maintain accurate and comprehensive records of all interactions using Salesforce CRM.
Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions.
Clearly communicate available programs and processes, setting accurate expectations.
Achieve individual performance objectives and effectively manage the loan pipeline.
Monitor loans in process to ensure a seamless and high-quality member experience.
Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures.
Demonstrate advanced credit underwriting expertise and proficiency in analyzing credit reports.
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.

Requirements

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.

Skills

Home equity products expertise
Credit underwriting
Analytical skills
Sales
Tele-sales
Oral communication
Written communication
Time management
Prioritization

Location

Remote

Work Type

Full-time

Experience Level

2+ years

Education Level

High School Diploma or GED
Lending Certified
NMLS License

Salary/Compensations

$28.99 to $34.06 per hour

Benefits

Medical coverage
Dental coverage
Vision coverage
Life insurance
Disability insurance
Voluntary benefit programs
401(k) plan with employer match
Reimbursement programs
Wellness programs
Annual performance-based bonus
Tuition reimbursement
Fitness reimbursement
Flexible work options
Volunteer opportunities
Executive “Water Cooler Chats”
Clubs, sports, and social events
Food truck days

About the Company

FourLeaf Federal Credit Union (FourLeaf) has been committed to the financial well-being of our members for over 80 years.
Through our full range of competitive savings and loan products, you can trust us in every step of your financial journey.
We are proud to be an award-winning place to work!
Some of our recent recognitions include Certified Great Place to Work 2024-2025, America’s Greatest Midsize Workplaces 2025, Quantum Workplace Employee Voice Award 2024, and Fortune’s Best Workplaces in Financial Services & Insurance 2024.
As a credit union, our vision is to enrich the lives of our members, employees, and communities.
Since 2002, we have been an integral community partner through our charitable giving and community development programs in New York and beyond.

Equal Opportunity

We are proud to be an award-winning place to work!