What are the responsibilities and job description for the Digital Loan Specialist position at EECU?
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!
We're looking for enthusiastic, goal-oriented individuals to join our Contact Center as a Digital Loan Consultant (Banker). In this exciting role, you'll engage with members through inbound and outbound calls, uncover financial needs, and deliver personalized lending solutions that make a real impact. If you thrive in a fast-paced, high-energy environment and enjoy turning conversations into meaningful solutions, this could be the perfect opportunity for you.
Why EECU?
At EECU, we believe our employees are the key to our success. That's why we offer a supportive culture, opportunities for growth, and benefits designed to help you thrive both personally and professionally.
What We Offer
This Position Begins With In-office Training For The First Six Months. Team Members In Good Standing May Transition To a Hybrid Schedule Afterward
As a Digital Loan Consultant, you will:
Successful candidates will possess:
We Are Currently Hiring For Three Exciting Opportunities
For more than 90 years, Fort Worth-based EECU has been committed to providing members with A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $4 billion in assets and more than 297,000 members served through 21 financial centers across North Texas.
Living The Credit Union Philosophy Of “people Helping People,” EECU Has Proudly Been Recognized For Its Commitment To Both Employees And The Community, Including
Candidates must successfully complete a background check, including employment verification, criminal history, drug screening, and credit review. EECU evaluates credit history in compliance with applicable laws, and applicants with good credit history will be considered for employment.
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.
EECU is an Equal Opportunity Employer/Vets/Disabled.
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!
We're looking for enthusiastic, goal-oriented individuals to join our Contact Center as a Digital Loan Consultant (Banker). In this exciting role, you'll engage with members through inbound and outbound calls, uncover financial needs, and deliver personalized lending solutions that make a real impact. If you thrive in a fast-paced, high-energy environment and enjoy turning conversations into meaningful solutions, this could be the perfect opportunity for you.
Why EECU?
At EECU, we believe our employees are the key to our success. That's why we offer a supportive culture, opportunities for growth, and benefits designed to help you thrive both personally and professionally.
What We Offer
- 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
This Position Begins With In-office Training For The First Six Months. Team Members In Good Standing May Transition To a Hybrid Schedule Afterward
- 3 days in office
- 2 days remote
As a Digital Loan Consultant, you will:
- 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
Successful candidates will possess:
- 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
We Are Currently Hiring For Three Exciting Opportunities
- 1 position: Monday–Friday, 8:30 AM – 5:30 PM with rotating Saturdays 9:00 AM – 1:00 PM
- 2 positions:Monday–Friday, 9:00 AM – 6:00 PM with rotating Saturdays 9:00 AM – 1:00 PM
- One bilingual (Spanish/English) candidate preferred
For more than 90 years, Fort Worth-based EECU has been committed to providing members with A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $4 billion in assets and more than 297,000 members served through 21 financial centers across North Texas.
Living The Credit Union Philosophy Of “people Helping People,” EECU Has Proudly Been Recognized For Its Commitment To Both Employees And The Community, Including
- Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism
- Best Bank/Credit Union by Fort Worth Star-Telegram readers
- First credit union in Fort Worth to become Blue Zones Certified for promoting employee well-being
Candidates must successfully complete a background check, including employment verification, criminal history, drug screening, and credit review. EECU evaluates credit history in compliance with applicable laws, and applicants with good credit history will be considered for employment.
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.
EECU is an Equal Opportunity Employer/Vets/Disabled.