Home Equity Processor

FourLeaf Federal Credit Union; Bethpage (NY); Hybrid; USD 31,684 - 38,572; Full time

Benefits offered by this job

401(k) match

Medical/dental/vision insurance

Life & disability insurance

Wellness programs

Performance bonus

Tuition reimbursement

Flexible work options

Volunteer opportunities

Food truck days

Job summary

FourLeaf Federal Credit Union in Bethpage, NY is seeking a Home Equity Processor to assist members through the loan process and deliver best-in-class service. The role requires strong communication, reliability, and a member-focused approach, with Spanish language skills preferred.

You will review documents, communicate with members daily, and educate them on Home Equity products while collaborating across teams. Flexible remote options are available.

Qualifications

• High School Diploma or GED.
• 2 years of experience in finance processing, preferred experience in real estate lending.
• Experience analyzing personal and business tax returns and calculating variable income.

Responsibilities

• Review loan documents and third-party reports to satisfy conditions.
• Maintain daily communication with members updating them on the loan process.
• Educate members on Home Equity products and assist with inquiries.
• Use internal reports to maintain service levels and daily task completion.
• Collaborate with Home Equity team and other departments.

Skills

Strong communication

Spanish language

Customer service

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Location

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

FourLeaf'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.

What You’ll Do

The Home Equity Processor will be part of the talented Home Equity team. The Home Equity Processor plays an essential role in assisting members with their loan process to gain access to their funds as quickly as possible. This role plays an important part in providing best in class service to our members. Our success is dependent upon someone who has great communication skills, is dependable, self-motivated, and member focused. Spanish speaking preferred.

This opportunity is open to flexible work options including a remote set up.

Core Contributions

• Responsible for the thorough review of loan documents provided by the members and 3rd party vendors to satisfy required conditions which includes income documents, title, and appraisal reports.
• Daily communication with members to provide updates and expectations throughout the loan process.
• Educate members on Home Equity products and assist members with all inquiries.
• Utilize internal reports and dashboards to maintain required service levels and ensure all daily tasks are completed.
• Work in collaboration with other team members in Home Equity and other business areas.
• Prepare and participate in regular pipeline reviews with management to ensure daily tasks are met.
• Assist with coverage for co-workers to maintain member communication and processes.
• Additional job-related projects and duties as assigned by management.

Assets You Will Bring

• High School Diploma or GED.
• 2 years of experience in finance processing, preferred experience in real estate lending.
• Experience analyzing personal and business tax returns and calculating variable income

Computer Skills: Proficiency in Microsoft Office (Word, Excel, Outlook, Teams).

The estimated salary for this role is $23.00 - $28.00 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.)

What Sets Us Apart?

In addition to our comprehensive benefits, we invest in employee connection and well‑being through:

• 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

…and more!

Who is FourLeaf?

FourLeaf Federal Credit Union (FourLeaf) 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, FourLeaf 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 2024-2025, 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.