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About the Role

The Mortgage Lending Specialist is responsible for first and second mortgage sales, focusing on timely responses to inbound inquiries from digital or branch leads.

Responsibilities

Provide prompt initial response for mortgage 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 mortgage programs and processes.
Gather and review member documentation prior to submission to the Fulfillment Center.
Maintain an understanding of FourLeaf mortgage program guidelines, policies and procedures.
Identify inter-departmental cross sell opportunities.
Manage a pipeline of purchase and refinance loans.
Act as the single point of member contact between the fulfillment center, settlement and service vendors.
Responsible for individual KPIs which contribute to the financial success of the organization.
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.

Requirements

Bachelor’s Degree preferred or related experience.
1+ years in a sales or telesales.
Prior lending experience a plus.
National Mortgage Licensing System licenses.
Computer Skills: Windows, Internet proficient and MS Excel and Word skills.
Proficient in Mortgage Cadence, cView, OSI and Salesforce.

Skills

Sales
Telesales
Lending
Mortgage sales
Salesforce CRM
Mortgage Cadence
cView
OSI
Windows
MS Excel
MS Word

Location

Remote

Work Type

Flexible work options
Rotating evening and Saturday shifts

Experience Level

1+ years

Education Level

Bachelor's Degree preferred

Salary/Compensations

$19.24 per hour + commission

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 programs
Fitness reimbursement programs
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.
From applying for a credit card to closing on your mortgage to opening your child’s first savings account, FourLeaf is here to help you reach your financial goals.
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, 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.