Note: The job is a remote job and is open to candidates in USA. FourLeaf 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.
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
Skills
- 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
- 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 Overview
FourLeaf Federal Credit Union is a financial institution that offers savings, insurance, and loan products to support your finances. It was founded in 1941, and is headquartered in Bethpage, New York, USA, with a workforce of 501-1000 employees. Its website is https://www.fourleaffcu.com.
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