Business Analyst Mortgage Sales

Teachers Federal Credit Union; Hauppauge (NY); On-site; USD 39,000 - 47,000; Full time

Benefits offered by this job

Annual discretionary bonus

Vacation, personal days and holidays

401(k) employer contribution

Dental & Vision coverage paid

Tuition reimbursement

Exclusive loan discounts

Job summary

Teachers Federal Credit Union in Hauppauge, NY is seeking a Business Analyst, Mortgage Sales to support mortgage production through reporting, pipeline analysis, lead assignment, and performance monitoring.

The role evaluates loan status, market trends, investor guidelines, and regulatory changes, delivering insights to senior management to improve production and competitiveness. Strong Salesforce and Excel skills are required.

Qualifications

• Associate’s degree or 4+ years of mortgage origination/processing experience.
• Minimum two years of mortgage origination/ processing end to end experience.
• Intermediate Salesforce, Mortgage Bot/Finestra skills.
• Excel, pivot tables and PowerPoint Presentations experience.
• Knowledge of regulations and policies regarding mortgage processing, products, pricing, all investor rules and regulations required.

Responsibilities

• Prepares daily/weekly/monthly and quarterly reports based on pipeline, Salesforce CRM, and all trending mortgage data based on research to ensure leads are followed up timely.
• Works to ensure current pipeline follows regulatory requirements. (TRID, etc.).
• Analyzes length of time loan is in status.
• Ensures reporting is accurate and timely to commit to mortgage production goals weekly/monthly/adhoc.
• Monitors investor guidelines, rules and regulations and communicates these changes to mortgage staff.
• Research mortgage trends and prepare competitive analysis for senior management.
• Analyzes data and trends with Zillow, Corelogic, Market Intelligence and all competition to keep senior management appraised with stack ranking and market share.
• Assigns Salesforce referrals and leads.
• Collects data to prepare internal mortgage team newsletter.
• Prepares monthly commission reports for HR to pay IMLO/OMLO.
• Monitors FHA, VA, investor and grant program to ensure compliance with internal and external investors/sources on a monthly/quarterly and annual basis.
• Performs other duties as assigned.

Skills

Salesforce

Mortgage Bot/Finestra

Excel

Pivot tables

PowerPoint

Regulations knowledge

Education

Associate’s degree

Mortgage origination/processing experience

Tools

Salesforce CRM

Mortgage Bot

Finestra

Job description

Brief Description

Join Our Team

For over 70 years, Teachers Federal Credit Union has been committed to guiding members toward building a strong financial foundation today for a better tomorrow. Recognized by Forbes Magazine as one of America’s Best-In-State Credit Unions in 2025, Teachers has grown into one of the nation’s leading credit unions. As we expand our reach across the country, we remain focused on being both a Best Place to Bank and a Best Place to Work. From part-time roles to executive leadership positions, Teachers offers a wide range of meaningful career opportunities.

Summary

The Business Analyst, Mortgage Sales supports mortgage production and sales effectiveness through timely reporting, pipeline and CRM analysis, lead assignment, and performance monitoring. This role evaluates loan status, market trends, competitive position, and market share; prepares commission and management reports; and communicates relevant regulatory and investor guideline changes. The analyst also monitors FHA, VA, investor, and grant programs to support compliance and provides actionable insights that help senior management achieve production goals and improve business performance.

Education And/or Experience

• Associate’s degree or a minimum of four years’ directly related experience required


• Minimum two years of mortgage origination/ processing end to end experience required


• Intermediate Salesforce, Mortgage Bot/Finestra skills required


• Excel, pivot tables and PowerPoint Presentations experience required


• Knowledge of regulations and policies regarding mortgage processing, products, pricing, all investor rules and regulations required

Job Responsibilities

• Prepares daily/weekly/monthly and quarterly reports based on pipeline, Salesforce CRM, and all trending mortgage data based on research to ensure leads are followed up timely


• Works to ensure current pipeline follows regulatory requirements. (TRID, etc.).


• Analyzes length of time loan is in status


• Ensures reporting is accurate and timely to commit to mortgage production goals weekly/monthly/adhoc


• Monitors investor guidelines, rules and regulations and communicates these changes to mortgage staff


• Research mortgage trends and prepare competitive analysis for senior management.


• Analyzes data and trends with Zillow, Corelogic, Market Intelligence and all competition to keep senior management appraised with stack ranking and market share


• Assigns salesforce referrals and leads


• Collects data to prepare internal mortgage team newsletter


• Prepares monthly commission reports for HR to pay IMLO/OMLO


• Monitors FHA, VA, investor and grant program to ensure compliance with internal and external investors/sources on a monthly/quarterly and annual basis


• Performs other duties as assigned

Benefits Of Joining The Teachers Team

• This position is eligible for our annual discretionary bonus program. Some positions within the credit union also qualify for quarterly performance incentives.


• Paid time off for vacation, personal days, and holidays


• 401(k) company contribution


• Teachers pays 100% of Dental & Vision premium


• Tuition reimbursement is offered to full-time employees


• Exclusive employee discount of 0.96% APR on credit card loans and a 1.00% APR on all other loans through Teachers

The good faith range for this position is $28.50 - $34.25 per hour. This range is an estimate, based on potential employee qualifications and operational needs. The salary may vary above and below the stated amounts, as permitted by applicable law.

All candidates will be subject to a background check, credit check, and drug test to determine employment eligibility.

To learn more about Teachers and to view a full list of our job opportunities please visit https://www.teachersfcu.org/about/careers

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