Consumer Loans Specialist - Lending Call Group
FourLeaf Federal Credit Union, Bethpage, NY, United States
Consumer Loans Specialist - Lending Call Group
Job Category : Inside Loan Originations
Requisition Number : CONSU006526
Posted: April 9, 2026
Full-Time
Locations Hybrid 899 899 S Oyster Bay Rd Bethpage, NY 11714, USA
What You’ll Do The Consumer Loan Specialist plays a key role in supporting members on their financial journey by providing knowledgeable and responsive service. Core responsibilities include handling inbound inquiries related to Consumer Loans and assisting with new applications in alignment with established lending policies. This role upholds the organization’s commitment to delivering an extraordinary member experience.
This position is open to flexible work options including a remote set up.
Core Contributions
Serve as a key point of contact within an inbound call center environment, responding promptly to Consumer Loan inquiries via the Five9 platform in accordance with established service level objectives. Ensure a high-quality, personalized member experience through effective communication and timely follow-up.
Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals. Clearly communicate available programs and processes, setting accurate expectations to ensure a transparent and informed member experience.
Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures to ensure data integrity and compliance.
Responsible for achieving individual performance objectives and effectively managing the loan pipeline, while closely monitoring loans in process to ensure a seamless and high-quality member experience throughout the lending journey.
Maintain comprehensive knowledge of FourLeaf lending program guidelines, policies, and procedures to ensure compliance and effective execution. Proactively identify opportunities for collaboration across departments to enhance member engagement and support broader organizational initiatives.
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.
Certifications:
NMLS registered or ability to become NMLS registered upon hire.
Assets You Will Bring
High School or GED required.
1 year of experience in financial services, call center, or other related customer service environment.
Certifications: NMLS registered or ability to become NMLS registered upon hire.
Estimated salary for this role is $23.96 to $28.15 per hour. 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.
Benefits
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
Equal Opportunity Employer This 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.
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Requisition Number : CONSU006526
Posted: April 9, 2026
Full-Time
Locations Hybrid 899 899 S Oyster Bay Rd Bethpage, NY 11714, USA
What You’ll Do The Consumer Loan Specialist plays a key role in supporting members on their financial journey by providing knowledgeable and responsive service. Core responsibilities include handling inbound inquiries related to Consumer Loans and assisting with new applications in alignment with established lending policies. This role upholds the organization’s commitment to delivering an extraordinary member experience.
This position is open to flexible work options including a remote set up.
Core Contributions
Serve as a key point of contact within an inbound call center environment, responding promptly to Consumer Loan inquiries via the Five9 platform in accordance with established service level objectives. Ensure a high-quality, personalized member experience through effective communication and timely follow-up.
Perform in-depth consultative assessments to identify and evaluate member needs, delivering tailored solutions aligned with their financial goals. Clearly communicate available programs and processes, setting accurate expectations to ensure a transparent and informed member experience.
Accurately complete all required fields within the Loan Operating System in accordance with established departmental Standard Operating Procedures to ensure data integrity and compliance.
Responsible for achieving individual performance objectives and effectively managing the loan pipeline, while closely monitoring loans in process to ensure a seamless and high-quality member experience throughout the lending journey.
Maintain comprehensive knowledge of FourLeaf lending program guidelines, policies, and procedures to ensure compliance and effective execution. Proactively identify opportunities for collaboration across departments to enhance member engagement and support broader organizational initiatives.
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.
Certifications:
NMLS registered or ability to become NMLS registered upon hire.
Assets You Will Bring
High School or GED required.
1 year of experience in financial services, call center, or other related customer service environment.
Certifications: NMLS registered or ability to become NMLS registered upon hire.
Estimated salary for this role is $23.96 to $28.15 per hour. 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.
Benefits
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
Equal Opportunity Employer This 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.
#J-18808-Ljbffr