Home Lending Specialist

FourLeaf Career•Bethpage, NY

14d•$26 - $30

About The Position

The Home Lending Specialist is responsible for supporting strategic initiatives by making outbound calls in a timely manner to members who make online home equity or mortgage inquiries. The Home Lending Specialist serves a vital role as first point of member and non-member contact through digital leads via the website. Hours: M-F, including some Saturdays.

Requirements

Bachelor’s degree preferred or related experience.
1+ years in a sales or telesales.
NMLS License.
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.

Nice To Haves

Prior lending experience a plus.

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.