Hybrid Loan Advisor – Drive Financial Solutions

Texans-Credit-Union; Richardson (TX); Hybrid; USD 50,000 - 75,000; Full time

Job summary

Texans Credit Union in the Dallas metro area seeks a Loan Advisor to provide product solutions and close sales with outstanding member service. This role offers a hybrid schedule after a 90-day training and probationary period.

You will conduct loan interviews, submit applications, analyze credit reports, and cross-sell products while maintaining a strong pipeline and meeting service levels.

Qualifications

• Proven ability to exceed sales and lending goals in a high-volume environment.
• Strong understanding of consumer lending practices and credit analysis.
• Excellent consultative sales, negotiation, and objection-handling skills.
• Effective verbal, written, and digital communication abilities.

Responsibilities

• Conduct comprehensive loan interviews to understand members’ financial profiles and needs.
• Accurately complete, document, and submit loan applications in compliance with policies.
• Analyze credit reports and recommend suitable products and cross-sell services.

Skills

Sales experience

Customer service

Credit analysis

Communication

Team collaboration

CRM experience

CRM Synapsis

Temenos

Microsoft Office

Education

High-school diploma or equivalent

Tools

Temenos

Synapsis CRM

Microsoft Office

Job description

Texans Credit Union in the Dallas metro area seeks a Loan Advisor to provide product solutions and close sales with outstanding member service. This role offers a hybrid schedule after a 90-day training and probationary period.

You will conduct loan interviews, submit applications, analyze credit reports, and cross-sell products while maintaining a strong pipeline and meeting service levels.