Loan Advisor & Member Solutions Specialist

FIRST SERVICE CREDIT UNION; Houston (TX); On-site; USD 40,000 - 60,000; Full time

Job summary

A financial cooperative in Texas is seeking a Loan Advisor to engage with members and assist them with loan applications and inquiries. The role involves significant communication through phone, email, and virtual services. Candidates should have 1-2 years of sales or loan processing experience, with strong analytical and interpersonal skills. A degree is preferred. This position plays a vital role in maintaining member satisfaction and requires effective support for financial needs.

Qualifications

• 1-2 years of experience in sales or loan processing.
• Associate or Bachelor’s degree is preferred.
• Strong interpersonal skills for conflict resolution and relationship building.

Responsibilities

• Accept loan applications via various channels and prepare them for underwriting.
• Respond to member inquiries regarding loans and provide quotes.
• Communicate with members to fulfill requests in a timely manner.

Skills

Sales experience

Loan processing

Analytical skills

Interpersonal skills

Communication skills

Microsoft Office proficiency

Education

Associate or Bachelor’s degree preferred

Job description

A financial cooperative in Texas is seeking a Loan Advisor to engage with members and assist them with loan applications and inquiries. The role involves significant communication through phone, email, and virtual services. Candidates should have 1-2 years of sales or loan processing experience, with strong analytical and interpersonal skills. A degree is preferred. This position plays a vital role in maintaining member satisfaction and requires effective support for financial needs.