Mortgage Lending Specialist

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat the job title as a heading. Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

  or drop it. Preserve ALL substantive information; do NOT invent or summarize away detail. Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. IMPORTANT: include a section ONLY when the posting has real, specific content for it — never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. Prefer a few substantive sections over many thin ones. Output ONLY the HTML fragment — no /, no markdown code fences. We need to parse the posting. Key content: - Intro: "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." This is about the company, maybe "About the role"? Actually "About the role" is typical heading for description of role. But we have "What You’ll Do" which is responsibilities. Also "Core Contributions" which is also responsibilities/duties. "Assets You Will Bring" is qualifications/requirements. "The salary rate for this role is $19.24 per hour + commission." plus benefits description. "What Sets Us Apart?" includes benefits and perks. "Who is FourLeaf?" is about company. We need sections: maybe About the role (intro), Responsibilities (What You’ll Do + Core Contributions), Requirements (Assets You Will Bring), Benefits (What Sets Us Apart? plus benefits description), Pay (salary rate), Schedule (Schedule: M-F, with rotating evening and Saturday shifts). Also maybe Qualifications? But we can combine Requirements and Qualifications. The instruction: use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We should include only those with real content. Let's extract content: About the role: Could be the introductory paragraph about FourLeaf's goal and the role? The posting starts with "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." That's more about company culture. Could be placed under "About the role" or maybe we could have a separate "About FourLeaf". But headings list does not include About company; but we could still use About the role to include that intro. However "About the role" usually describes the role, not company. But we have no explicit "About the role" section. Could we skip About the role? The instruction: include a section ONLY when the posting has real, specific content for it. If we don't have a clear "About the role" paragraph, we might omit it. But we have some introductory text that could be considered about the role? It's more about company. Might be better to treat as "About FourLeaf" but not in allowed headings. Could we put it under "About the role" anyway? It's not exactly role description but could be considered context. The instruction says prefer a few substantive sections over many thin ones. We could combine intro into Responsibilities or Requirements? Probably better to have a section "About the role" with that intro paragraph. Responsibilities: "What You’ll Do" bullet list? Actually it's a paragraph: "The Mortgage Lending Specialist is responsible for first and second mortgage sales with a primary focus on fielding inbound inquiries in a timely manner which includes digital or branch leads as determined by the business unit. This role is open to flexible work options including a remote set-up." Then "Core Contributions" list of duties (multiple sentences). We can combine into a

  • list. Let's extract duties: - 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 FourLeaf 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 KPI’s 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. Also the first sentence about mortgage sales and fielding inbound inquiries could be a duty. Also "This role is open to flexible work options including a remote set-up." That's more about work arrangement, maybe schedule/flexible work. We'll include that as a responsibility or maybe under Schedule? But schedule is separate. Requirements/Assets You Will Bring: - Bachelor’s Degree preferred or related experience. - 1+ years in a sales or telesales. - Prior lending experience a plus - Licenses: National Mortgage Licensing System - Computer Skills: Windows, Internet proficient and MS Excel and Word skills. Proficient in Mortgage Cadence, cView, OSI and Salesforce We could treat "Licenses" and "Computer Skills" as sub-items. Benefits: The posting includes: "(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.)" Also "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!" So benefits include medical, dental, vision, life/disability, voluntary benefits, 401(k) with match, reimbursement/wellness, annual performance-based bonus, plus tuition/fitness reimbursement, flexible work options, volunteer opportunities, executive water cooler chats, clubs/sports/social events, food truck days. We should list these as
    • . Pay: "The salary rate for this role is $19.24 per hour + commission." Also maybe mention "In addition to the salary or hourly rate listed above there may be other compensation & benefits available." But we should not include filler like "may be other compensation". That's vague but still substantive? It says there may be other compensation & benefits available. That's not specific; maybe we can omit as filler? The instruction: never emit a heading followed by filler/placeholder text (e.g. "commensurate with experience", "not specified", "N/A", "varies", "TBD") and never create Pay/Schedule/Benefits sections unless the posting actually states them. The Pay section we have specific salary rate. The extra line about other compensation is vague but still mentions possible other compensation. Might be considered filler? It's not a specific number. Safer to include only the specific salary rate. Schedule: "Schedule: M-F, with rotating evening and Saturday shifts." Also "This role is open to flexible work options including a remote set-up." That could be under Schedule or maybe under Benefits (flexible work options). But schedule is specific: M-F with rotating evening and Saturday shifts. We'll put that. We also have "What You’ll Do" includes flexible work options remote set-up. Could be under Schedule as well. Now we need to output HTML fragment with headings

      and content. We should not repeat job title as heading. No Job ID. We need to use

      • for any list of duties/requirements/benefits. For prose, use

        . We need to decide which sections to include. Potential sections: - About the role (intro paragraph) - Responsibilities (duties) - Requirements (qualifications) - Benefits (benefits and perks) - Pay (salary) - Schedule (work schedule) We could also have Skills but we can incorporate computer skills into Requirements. We must not create thin sections; but each of these has substantive content. Let's craft. About the role: Use the introductory paragraph: "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." That's one sentence. Could be

        . Responsibilities: Combine "What You’ll Do" and "Core Contributions". We'll produce a

        with each duty as
        • . List: - Responsible for first and second mortgage sales with a primary focus on fielding inbound inquiries in a timely manner which includes digital or branch leads as determined by the business unit. - This role is open to flexible work options including a remote set-up. - 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 FourLeaf 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 KPI’s 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. Note: The first bullet about mortgage sales and fielding inbound inquiries is from "What You’ll Do". The second bullet about flexible work options remote set-up is also from that paragraph. We could also include "This role is open to flexible work options including a remote set-up." as a bullet. Now Requirements: We'll list: - Bachelor’s Degree preferred or related experience. - 1+ years in a sales or telesales. - Prior lending experience a plus. - Licenses: National Mortgage Licensing System. - Computer Skills: Windows, Internet proficient and MS Excel and Word skills. Proficient in Mortgage Cadence, cView, OSI and Salesforce. We could break computer skills into separate items but it's okay as one. Benefits: We'll list: - Medical, dental, and vision coverage. - Life and disability insurance. - Voluntary benefit programs. - 401(k) plan with employer match. - Reimbursement and wellness programs. - Annual performance-based bonus. - Tuition reimbursement programs. - Fitness reimbursement programs. - Flexible work options. - Volunteer opportunities. - Executive “Water Cooler Chats”. - Clubs, sports, and social events. - Food truck days. We could combine tuition and fitness reimbursement as separate. Pay:

          The salary rate for this role is $19.24 per hour + commission.

          Schedule:

          Schedule: M‑F, with rotating evening and Saturday shifts.

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