Lending Specialist

Hybrid 899
899 S Oyster Bay Rd
Bethpage, NY 11714, USA

Four Leaf's ultimate goal is to provide the best-in-class member and employee experience, and it all begins with two things: hiring incredible people and giving them a great place to work.

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.

• 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 Four Leaf 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.

• 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.
• 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. (Four Leaf 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.)

Along with a comprehensive benefit package, we offer:

• Competitive 401k
• Flexible work options
• Volunteer opportunities
• Water Cooler Chats with executive teammates
• Clubs & Sports
• Food truck days

…and more!

Four Leaf Federal Credit Union (Four Leaf) 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, Four Leaf 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 , 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.

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.