Digital Loan Specialist

EECU; Fort Worth (TX); On-site; USD 42,000 - 56,000; Full time

Job summary

EECU in Fort Worth, Texas seeks a Digital Branch Specialist to assist members by phone, email, and QUIQ text messaging. You will manage consumer loans, credit cards, and new account applications, communicate decisions, verify documents, and recommend products that meet member needs.

The role requires accuracy, strong service and sales mindset, and the ability to navigate multiple systems. Schedule is Monday through Friday, 8:30 AM - 6:30 PM with rotating Saturdays 9:00 AM - 1:00 PM.

Qualifications

• High school diploma or equivalent required for the role.
• 1–2 years in financial services, lending, customer service, sales, or call center.
• Strong customer service, sales, and cross-selling abilities.
• Professional written and verbal communication with high attention to detail.
• Able to manage multiple tasks in a fast-paced environment with urgency.
• Ability to learn and use multiple systems such as MeridianLink, Symitar, QUIQ, Velocify.

Responsibilities

• Manage incoming calls and online applications with fast, friendly service.
• Process applications for auto loans, RVs, motorcycles, boats, credit cards, and new accounts.
• Communicate decisions and updates professionally, offering alternatives when needed.
• Review documents for accuracy and prepare items for closing, including verification steps.
• Meet monthly sales, service-level, accuracy, and productivity goals.
• Respond to members by phone, email, and QUIQ with discretion and professionalism.
• Identify potential fraud and maintain a secure, smooth member experience.
• Adhere to federal and state regulations and complete annual BSA training.

Skills

Customer service

Sales and cross-selling

Communication skills

Education

High School diploma or equivalent

Tools

MeridianLink

Symitar

Interaction Client

QUIQ

Velocify

Military Lending Act resources

TXDOT resources

Texas Parks and Wildlife resources

Job description

Digital Branch Specialist

Delivering fast, professional digital service while helping members find the right financial solutions.

Making an Impact on EECU

EECU is seeking a professional, detail-oriented Digital Branch Specialist to assist members by phone, email, and QUIQ text messaging. This role manages consumer loans, credit cards, and new account applications; communicates decisions and updates; reviews required documents; recommends products that meet member needs; and monitors interactions for potential fraud. The ideal candidate thrives in a fast-paced environment and balances exceptional service, sales, accuracy, and follow-through.

Schedule: Monday-Friday, 8:30 AM - 6:30 PM with rotating Saturdays 9:00 AM - 1:00 PM

What You’ll Do

• Manage incoming calls and online applications, ensuring members are assisted quickly and efficiently while receiving exceptional service.
• Manage applications for auto loans, recreational vehicles, motorcycles, boats, credit cards, savings-secured loans, and new consumer accounts initiated online or by phone.
• Communicate application decisions and updates professionally, understand member needs, and offer alternative solutions when appropriate.
• Complete financial profiles, review credit information and internal opportunity reports, and recommend products and services that benefit and protect members, including GAP, MMP, Credit Life, and Credit Disability when applicable.
• Obtain and verify all documentation needed to prepare applications for closing, including reviewing title documents and using TXDOT resources to verify ownership when necessary.
• Review documents for accuracy and completeness, resolve complex application questions, and help create a smooth, secure member experience.
• Meet or exceed monthly sales, service-level, accuracy, and productivity goals while managing time effectively across multiple applications and member interactions.
• Respond promptly and professionally to members by phone, email, and QUIQ while maintaining integrity and discretion, including when handling complex situations or difficult interactions.

What You Bring

• High school diploma or equivalent.
• One to two years of relevant experience in financial services, consumer lending, customer service, sales, or a call center—or an equivalent combination of education and experience.
• Exceptional customer service, sales, and cross-selling skills, with a basic understanding of consumer lending and knowledge of EECU products and services.
• Professional written and verbal communication skills, strong attention to detail, sound organization, effective time management, and a sense of urgency when responding to members.
• Ability to work independently with minimal supervision, achieve sales and service objectives, and manage multiple tasks in a fast-paced environment while keeping members the priority.
• Ability to navigate challenging member interactions with professionalism and empathy.
• Ability to learn and use multiple systems, including MeridianLink, Symitar, Interaction Client, QUIQ, Velocify, the Military Lending Act website, Texas Department of Transportation resources, and Texas Parks and Wildlife resources.

Responsible for compliance with all applicable Federal and State rules and regulations, including but not limited to the Bank Secrecy Act, Anti-Money Laundering requirements, Bank Bribery Act, NCUA Privacy Regulations, Reg B, Reg Z, Reg DD, Reg E, Reg CC, Service Members Civil Relief, and FCRA/FACTA. Required to attend initial and ongoing annual Bank Secrecy Act training.

You’ll Thrive Here If You

Are energized by work that requires accuracy and consistency; communicate professionally with employees at every level; stay organized when priorities shift; approach questions with patience and a service mindset; and take pride in completing sensitive, high-impact work correctly and on time.

Why EECU?

EECU is a not-for-profit credit union owned by our members and built around a simple promise: deliver value, support our communities, and provide a faster, friendlier, more personalized financial experience. Since our founding in 1934 to serve Fort Worth teachers and administrators, we have grown into a $4.5+ billion institution with 22 Financial Centers across North Texas, convenient online and mobile banking, and nationwide access to more than 5,000 Service Centers and 85,000 ATMs. We continue to invest in modern technology, greater convenience, and products that help make our members' lives simpler.

Our commitment to members, communities, and employees has earned national and regional recognition. In 2025, EECU was named one of "America's Best Credit Unions" by Newsweek and a "Best-In-State Credit Union" by Forbes. Our community partnership work received PR Daily's "Community-Nonprofit Partnership" award, and Gallagher recognized EECU as a Best-in-Class Employer. We're proud of our heritage—and excited about the people who will help shape what comes next.

Ready to Make a Difference?

EECU is an EOE/Vets/Disabled Employer.

We are an Equal Opportunity Employer and do not discriminate against applicants due to veterans' status or based on disability.

For more information on our organization and our best-in-class benefits please visit EECU Careers at www.eecu.org/careers.