Job Description
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 BCU offers banking, checking, savings, investment, credit cards, financial, business and digital banking services.
It was founded in 1981, and is headquartered in Vernon Hills, Illinois, USA, with a workforce of 501-1000 employees. Its website is