FourLeaf Federal Credit Union
Join to apply for the
Home Lending Specialist
role at
FourLeaf Federal Credit Union .
What You’ll Do 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.
Core Contributions
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 SOP.
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.
Assets You Will Bring
Bachelor’s degree preferred or related experience.
1+ years in a sales or telesales. Prior lending experience a plus.
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.
The estimated salary for this role is $25.72 to $30.22 per hour. FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance‑based bonus.
What Sets Us Apart? Along with a comprehensive benefit package, we offer:
Competitive 401k
Tuition reimbursement
Flexible work options
Volunteer opportunities
Water Cooler Chats with executive teammates
Clubs & Sports
Food truck days
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, Quantum Workplace Employee Voice Award 2024, 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.
#J-18808-Ljbffr
Home Lending Specialist
role at
FourLeaf Federal Credit Union .
What You’ll Do 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.
Core Contributions
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 SOP.
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.
Assets You Will Bring
Bachelor’s degree preferred or related experience.
1+ years in a sales or telesales. Prior lending experience a plus.
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.
The estimated salary for this role is $25.72 to $30.22 per hour. FourLeaf Federal Credit Union provides a range of benefits with various enrollment periods, including medical, dental, and vision coverage, a 401K plan with employer match, reimbursement programs, wellness programs, and an annual performance‑based bonus.
What Sets Us Apart? Along with a comprehensive benefit package, we offer:
Competitive 401k
Tuition reimbursement
Flexible work options
Volunteer opportunities
Water Cooler Chats with executive teammates
Clubs & Sports
Food truck days
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, Quantum Workplace Employee Voice Award 2024, 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.
#J-18808-Ljbffr