Mortgage Lending Specialist

FourLeaf Federal Credit Union•Town of Oyster Bay, NY

5d•Remote

About The Position

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.

Requirements

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

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 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.