Digital Loan Specialist

Digital Loan Consultant (Banker)

We are looking for enthusiastic, goal‑oriented individuals to join our Contact Center as a Digital Loan Consultant (Banker). In this role you will engage with members through inbound and outbound calls, uncover financial needs, and deliver personalized lending solutions that make a real impact.

• 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 a seamless lending experience
• Deliver an exceptional member experience while ensuring compliance with lending regulations and policies

• 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

• 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

After the first six months of in‑office training, eligible team members may transition to a hybrid schedule: 3 days in office and 2 days remote.

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

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 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.