Spec, Mortgage Loan Sales

BCU is a growing organization that emphasizes employee development and a supportive work environment. The role focuses on driving mortgage sales performance through effective lead management, member engagement, and operational efficiency to enhance the member experience and conversion rates.

Responsibilities

• Respond to new inquiries within minutes using CRM and automated tools
• Qualify leads quickly and schedule appointments with loan officers
• Maintain pipeline visibility and prioritize high-intent borrowers
• Conduct initial member outreach via phone, email and text
• Provide timely updates and reminders to keep members engaged
• Track communication in CRM to ensure no borrower is left unattended
• Become familiar with Fannie Mae guidelines to evaluate members overall credit/risk standing, perform needs assessment
• Consistently achieve monthly and annual sales and service goals, including CRM SLA’s
• Comply with all applicable policies, procedures, and regulations related to mortgage loan origination
• Successfully complete all required registrations or certifications as needed

Skills

• College degree or equivalent experience required
• Minimum of 1-2 years mortgage lending experience
• Must excel and have experience in customer and relationship management
• Excellent oral and written communication skills
• Strong analytical, sales and telemarketing skills
• Skillful at prioritizing work and have the ability to perform in a fast-paced environment
• Ability to perform multiple tasks simultaneously

Benefits

• Competitive compensation and benefits
• Employee development
• Workplace flexibility
• A passionate employee culture supporting a unified vision
• Casual dress code
• Flexible work arrangements

Company Overview