Loan Officer - Arlington

Member Solutions Advocate I (Loan Officer)

Immediate Supervisor: Member Solutions Manager

• Manage online lending queue and determine appropriate products and services to meet member needs.
• Professionally handle all incoming requests for loans/cc by phone, email or chat. and ensure that requests are processed promptly and thoroughly.
• Recognize and respond to opportunities in an effort to deepen relationships.
• Be proactive and creatively strategize with all teams, Loan Processors, Underwriters, and Member Solutions Advocates to meet or exceed individual and departmental goals.
• Generate or manage loan/account leads through self-sourced and provided lead source.
• Provide necessary disclosures to members for all channels to ensure we are in compliance with current regulations.
• Actively promote and sell the credit union’s full line of financial services by asking appropriate questions, assessing the member needs and offering alternative solutions.
• Determine eligibility to promote all back end products (Credit Life and Disability, Gap and Warranty for every loan, refer members to Insurance, Investment, Business and Mortgage partners.
• Respond to member inquiries for loan applications and/or questions in a timely manner. typically, within a specified time frame.
• Receptive to coaching and feedback, have the desire to meet/exceed goals and solve problems.

• One (1) year or more of experience in a high paced sales environment with a track record of meeting and/or exceeding goals.
• Six (6) months customer service experience.

• High school diploma or equivalent.
• Bachelor’s Degree in a business field preferred.
• Minimum two (2) years of college course work and or equivalent work experience.
• Ability to operate computer systems with proficiency and comfort with technology.
• Requires an organized, detail-oriented self-starter who is able to work independently.
• Strong Analytical and problem-solving skills
• Multilingual verbal and written skills preferred.
• Ability to establish credibility and rapport, be friendly and personable and look for ways to benefit the member.
• Understand how to present features and benefits of products and services to member with differing needs.
• Self-motivated, assertive, performs well in a team environment to service members.
• Strong listening skills.
• Possess a strong work ethic and team player mentality.
• Ability to manage difficult situations with little supervision preferred.
• Highly developed sense of integrity and commitment to member satisfaction
• Required to handle all member information in a confidential manner.
• Ability to work rotating shifts, including nights and Saturdays as needed.
• Requires an organized, detail-oriented self-starter who is able to work independently.
• Strong processing, analytical and problem-solving skills.
• Strong listening skills and communication skills.
• Possess a strong work ethic and team player mentality.
• Highly developed sense of integrity and commitment to member satisfaction.
• Required to handle all member information in a confidential manner.
• Professional written and verbal communications skills.

Texas Trust Credit Union is an equal opportunity employer, and all qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, or any other characteristic protected by law.