Home Equity Processor

FourLeaf Federal Credit Union; New York (NY); On-site; USD 31,684 - 38,572; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision coverage

Life and disability insurance

401(k) with employer match

Wellness programs

Bonus potential

Job summary

FourLeaf Federal Credit Union in New York is seeking a Home Equity Processor to join the Home Equity team. You will assist members through the loan process, review income documents, titles, and appraisals, and provide updates with clear communication.

The role emphasizes service excellence, reliability, and a member-focused approach, with remote work options available. Spanish language ability is preferred and training is provided to navigate internal reports and daily tasks.

Qualifications

• High school diploma or GED required.
• 2 years of experience in finance processing, preferably real estate lending.
• Experience analyzing personal and business tax returns and calculating variable income.
• Proficiency with Microsoft Office (Word, Excel, Outlook, Teams).
• Spanish language preferred.

Responsibilities

• Review loan documents from members and third-party vendors to satisfy conditions (income, title, appraisal).
• Maintain daily communication with members to provide updates and set expectations.
• Educate members on Home Equity products and assist with inquiries.
• Use internal reports and dashboards to maintain service levels and complete daily tasks.
• Collaborate with Home Equity and other teams to ensure smooth processes.
• Participate in pipeline reviews with management to ensure targets are met.
• Provide coverage for co-workers to maintain member communication and processes.
• Handle additional duties as assigned by management.

Skills

Communication skills

Dependable

Self-motivated

Member-focused

Spanish language preference

Education

High School Diploma or GED

Tools

Microsoft Office Suite

Job description

It Starts With Our Employees

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?

• 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.