
Mortgage Lending Specialist
Four Leaf Federal Credit Union
Bethpage, NYJobSeen todaySeen in employer's feed today
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Job overview
The Mortgage Lending Specialist responds to mortgage inquiries, reviews member needs and documentation, and explains mortgage programs and processes. The role manages purchase and refinance loan pipelines and serves as the member contact among the fulfillment center, settlement, and service vendors. It also supports departmental initiatives and complies with applicable financial regulations.
Skills & qualifications
Skills
Qualifications
Full job description
Responsibilities Include: 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 Bethpage 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 KPIs 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. Support related areas of the team as needed. Support departmental initiatives (i.e. ARM modification program, mortgage recast). State(s) Licensed: National Mortgage Licensing System Computer Skills: Windows, Internet proficient and MS Excel and Word skills. Proficient in Mortgage Cadence, cView, OSI and Salesforce Qualifications Skills Required CollaborativeAdvanced SalesAdvanced Behaviors Required Leader: Inspires teammates to follow them Enthusiastic: Shows intense and eager enjoyment and interest Dedicated: Devoted to a task or purpose with loyalty or integrity Motivations Required Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization Flexibility: Inspired to perform well when granted the ability to set your own schedule and goals Goal Completion: Inspired to perform well by the completion of tasks Education Preferred Bachelors or better. Experience Required 1 year: 1+ years in a sales or telesales. Prior lending experience a plus Licenses & Certifications Required NMLS
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