Member Solutions & Loan Specialist

Rally Credit Union; Brownsville (TX); On-site; USD 35,000 - 55,000; Full time

Job summary

Rally Credit Union in Brownsville, TX, is seeking a member-focused loan specialist to make consumer loans in line with policy, meet production targets, and tailor credit products to members' needs. The role emphasizes consultative sales and strong service.

You will cross-sell products, refer opportunities, conduct loan reviews with underwriters, and clearly communicate decisions. A high school diploma is required, and prior banking experience is preferred.

Qualifications

• 2 years assessing and meeting members' needs through offering products and services.
• 1 year banking or credit union experience preferred.
• Strong organizational and time management skills.

Responsibilities

• Provide a consultative sales approach to meet member financial needs by cross-selling and up-selling products and services.
• Foster teamwork to achieve credit union goals and objectives.
• Consistently meet or exceed sales goals by cross-selling products and services to members.
• Refer sales opportunities to other lines of business.
• Complete loan reviews and forward to underwriters for decision.
• Communicate loan decisions with members and deliver excellent service.
• Maintain data entry accuracy and adhere to security and regulatory requirements.

Skills

Consultative sales

Teamwork

Customer service

Cross-selling

Data entry

Communication

Education

High School Diploma or GED

Job description

Rally Credit Union in Brownsville, TX, is seeking a member-focused loan specialist to make consumer loans in line with policy, meet production targets, and tailor credit products to members' needs. The role emphasizes consultative sales and strong service.

You will cross-sell products, refer opportunities, conduct loan reviews with underwriters, and clearly communicate decisions. A high school diploma is required, and prior banking experience is preferred.