It Starts With Our Employees
FourLeaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.
What You’ll Do
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.
Core Contributions
- 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.
Assets You Will Bring
- 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
The salary rate for this role is $19.24 per hour + commission. (FourLeaf Federal Credit Union offers a comprehensive benefits package, including medical, dental, and vision coverage; life and disability insurance; voluntary benefit programs; a 401(k) plan with employer match; reimbursement and wellness programs; and an annual performance-based bonus.) In addition to the salary or hourly rate listed above there may be other compensation & benefits available.
#MP
What Sets Us Apart?
In addition to our comprehensive benefits, we invest in employee connection and well-being through:
- Competitive 401(k)
- Tuition and fitness reimbursement programs
- Flexible work options
- Volunteer opportunities
- Executive “Water Cooler Chats”
- Clubs, sports, and social events
- Food truck days
….and more!
Who is FourLeaf?
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.
Equal Opportunity EmployerThis employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Skills Required
- At least 1 year of sales or telesales experience
- National Mortgage Licensing System license
- Proficiency with Windows, internet applications, Microsoft Excel, and Microsoft Word
- Proficiency in Mortgage Cadence, cView, OSI, and Salesforce
- Bachelor's degree or related experience
- Prior lending experience
What We Do
FourLeaf Federal Credit Union is a member-owned, federally insured financial cooperative serving members and their communities. Its mission is to be a trusted financial partner while enriching the lives and meeting the needs of members. It offers checking and savings, money-market and certificate accounts, auto and personal loans, mortgages, home-equity credit, retirement plans, business services, and commercial lending, with online, mobile, and telephone banking access.
