Digital Loan Specialist

About the role

Join EECU as a Digital Loan Consultant (Banker)! Are you a driven sales professional who loves connecting with people, building relationships, and helping others reach their financial goals? Ready to grow your career with one of North Texas' most respected credit unions? If so, EECU wants you on our team!

Responsibilities

• Connect with members through inbound and outbound calls to identify financial needs and recommend loan solutions
• Guide members through the loan application process with professionalism, accuracy, and care
• Build strong member relationships through personalized service and consultative sales techniques
• Educate members on loan products, rates, and lending options
• Generate and qualify leads by listening actively and asking strategic questions
• Achieve and exceed sales and service goals while maintaining a high level of member satisfaction
• Collaborate with processors, underwriters, and internal teams to ensure seamless lending experience
• Deliver an exceptional member experience while ensuring compliance with lending regulations and policies

Requirements

• High school diploma or equivalent required; additional education in finance, business, or related field is a plus
• Previous call center and/or lending sales experience with a proven track record of success
• Strong knowledge of loan products, lending processes, and regulatory requirements
• Excellent communication, interpersonal, and relationship-building skills
• Ability to explain financial information clearly and confidently
• Experience with CRM systems, sales software, and digital tools
• Self-motivation with a strong focus on results and member satisfaction
• Flexibility and adaptability in a fast-paced environment
• Bilingual Spanish/English skills preferred
• Ability to commute to Downtown Fort Worth

Qualifications

• Candidates must successfully complete a background check, including employment verification, criminal history, drug screening, and credit review
• This position is responsible for compliance with all applicable federal and state regulations, including but not limited to: Bank Secrecy Act (BSA), Anti-Money Laundering (AML), NCUA Privacy Regulations, Reg DD, Reg E, Reg CC, Reg Z, Reg B, FCRA/FACTA, and Service Members Civil Relief Act
• Ongoing annual compliance training is required

Skills

• Strong communication and interpersonal skills
• Knowledge of loan products and regulatory requirements
• Ability to build and maintain strong relationships
• Proficiency in CRM systems and digital tools

Benefits

• Competitive pay plus monthly incentive opportunities
• Hybrid work schedule after successful training completion
• Career advancement and professional development opportunities
• Collaborative, team-focused environment
• Outstanding benefits and wellness initiatives
• Opportunity to work for a trusted, award-winning organization dedicated to the community

Pay

Competitive pay plus monthly incentive opportunities

Schedule

Monday–Friday, 9:00 AM – 6:00 PM with rotating Saturdays 9:00 AM – 1:00 PM