Digital Lending Advisor

Truliant Federal Credit Union; Winston-Salem (NC); On-site; USD 55,000 - 65,000; Full time

Benefits offered by this job

Health insurance

401(k) plan with matching

Paid holidays and PTO

Teammate loan discounts

Tuition reimbursement

Employee wellness program

Job summary

Truliant Federal Credit Union in Winston-Salem is seeking a Digital Lending Specialist to guide members through lending and deposit conversations across digital channels. You will move applications from inquiry to funding, balancing sales, service, accuracy, and compliance while partnering with underwriting and fulfillment teams.

The role requires strong lending knowledge, consultative service, and the ability to manage multiple conversations and deadlines in a fast-paced digital environment.

Qualifications

• 2+ years of experience in sales, customer engagement, or consultative service.
• Advanced knowledge of consumer lending and deposit products.
• Strong understanding of credit union operations and end-to-end service delivery.
• Ability to identify member needs and recommend financial solutions across lending and deposits.
• Familiarity with mortgage products and referring to specialists when needed.

Responsibilities

• Engage members by SMS, chat, phone, and email to understand needs and connect them with lending, deposit, and ancillary solutions.
• Manage lending opportunities from inquiry through funding, including follow-up on applications and cross-sell opportunities.
• Partner with underwriting and fulfillment teams to keep the process accurate, timely, and compliant.
• Identify friction points in the digital member journey and support new engagement initiatives.
• Collaborate with teams to improve digital lending experiences across channels.

Skills

Lending knowledge

Consultative selling

Customer communication

Time management

Education

High school diploma or equivalent

Bachelor's degree

Tools

CRM systems

Loan origination software

Excel

Outlook

Job description

Truliant Federal Credit Union in Winston-Salem is seeking a Digital Lending Specialist to guide members through lending and deposit conversations across digital channels. You will move applications from inquiry to funding, balancing sales, service, accuracy, and compliance while partnering with underwriting and fulfillment teams.

The role requires strong lending knowledge, consultative service, and the ability to manage multiple conversations and deadlines in a fast-paced digital environment.