FourLeaf Federal Credit Union
Home Equity Lending Specialist – Lending Tree
FourLeaf Federal Credit Union, New York, New York, us, 10261
Home Equity Lending Specialist – Lending Tree
Join to apply for the
Home Equity Lending Specialist – Lending Tree
role at
FourLeaf Federal Credit Union .
What You’ll Do The Home Equity Lending Specialist is a subject matter expert in home equity products with strong credit underwriting and analytical skills. This role focuses on evaluating credit files and identifying opportunities to restructure loans for optimal approval. Specialists support strategic initiatives by making outbound calls to engage customers and drive loan pull-through. Primary focus is on targeted outreach to members identified through data-driven criteria.
Core Contributions
Lead outbound calling initiatives using the Five9 platform to execute strategic member engagement campaigns aligned with business objectives.
Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals.
Achieve individual performance objectives and effectively manage the loan pipeline to ensure a seamless and high-quality member experience.
Accurately complete all required fields within the Loan Operating System in accordance with established SOPs to ensure data integrity and compliance.
Demonstrate advanced credit underwriting expertise and proficiency in analyzing credit reports to facilitate insightful member conversations and strategically restructure loans for optimal outcomes.
Comply with all aspects of BSA/AML, OFAC, and CFPB regulatory requirements related to this position.
Assets You Will Bring
High School Diploma or GED.
2+ years of lending experience in sales or tele-sales.
Sales experience, strong oral and written communication skills, time management and prioritization skills to meet deadlines and close sales in a timely manner.
Lending Certified.
NMLS License.
Estimated Salary The estimated salary for this role is $28.29 - $33.25 per hour. FourLeaf provides a comprehensive benefits package including health, dental, vision, 401K with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.
What Sets Us Apart?
Competitive 401k
Tuition reimbursement
Flexible work options
Volunteer opportunities
Water Cooler Chats with executive teammates
Clubs & Sports
Food truck days
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
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Home Equity Lending Specialist – Lending Tree
role at
FourLeaf Federal Credit Union .
What You’ll Do The Home Equity Lending Specialist is a subject matter expert in home equity products with strong credit underwriting and analytical skills. This role focuses on evaluating credit files and identifying opportunities to restructure loans for optimal approval. Specialists support strategic initiatives by making outbound calls to engage customers and drive loan pull-through. Primary focus is on targeted outreach to members identified through data-driven criteria.
Core Contributions
Lead outbound calling initiatives using the Five9 platform to execute strategic member engagement campaigns aligned with business objectives.
Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals.
Achieve individual performance objectives and effectively manage the loan pipeline to ensure a seamless and high-quality member experience.
Accurately complete all required fields within the Loan Operating System in accordance with established SOPs to ensure data integrity and compliance.
Demonstrate advanced credit underwriting expertise and proficiency in analyzing credit reports to facilitate insightful member conversations and strategically restructure loans for optimal outcomes.
Comply with all aspects of BSA/AML, OFAC, and CFPB regulatory requirements related to this position.
Assets You Will Bring
High School Diploma or GED.
2+ years of lending experience in sales or tele-sales.
Sales experience, strong oral and written communication skills, time management and prioritization skills to meet deadlines and close sales in a timely manner.
Lending Certified.
NMLS License.
Estimated Salary The estimated salary for this role is $28.29 - $33.25 per hour. FourLeaf provides a comprehensive benefits package including health, dental, vision, 401K with employer match, reimbursement programs, wellness programs, and an annual performance-based bonus.
What Sets Us Apart?
Competitive 401k
Tuition reimbursement
Flexible work options
Volunteer opportunities
Water Cooler Chats with executive teammates
Clubs & Sports
Food truck days
Seniority level Entry level
Employment type Full-time
Job function Finance and Sales
#J-18808-Ljbffr