[Hiring] Mortgage Lending Specialist @FourLeaf Federal Credit Union

Role Description

The Mortgage Lending Specialist is responsible for first and second mortgage sales with a primary focus on fielding inbound inquiries in a timely manner which includes digital or branch leads as determined by the business unit. This role is open to flexible work options including a remote set-up. Schedule: M-F, with rotating evening and Saturday shifts.

• 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 while identifying inter-departmental cross sell opportunities.
• Manage a pipeline of purchase and refinance loans while acting as the single point of member contact between the fulfillment center, settlement and service vendors.
• Responsible for individual KPI’s 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.

Qualifications

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

Requirements

• The salary rate for this role is $19.24 per hour + commission.

Benefits

• Comprehensive benefits package, including medical, dental, and vision coverage.
• Life and disability insurance.
• Voluntary benefit programs.
• 401(k) plan with employer match.
• Reimbursement and wellness programs.
• Annual performance-based bonus.

Company Description

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.