Senior Member Specialist & Mortgage Expert

Texas Dow Employees Credit Union; United States; On-site; USD 52,000 - 76,000; Full time

Job summary

Texas Dow Employees Credit Union is seeking a Partner Specialist to serve as a member-service expert, handling accounts, loans, and referrals across product lines. The role includes coaching colleagues on complex transactions and guiding members to the right solutions within a fast-paced retail banking environment.

The Senior Member Champion will own complex issues, build trusted relationships, and drive growth by proactively contacting members, opening accounts, processing loans, and assisting

Qualifications

• Education: High School Diploma or equivalent required.
• 3–5 years of experience in Member Service, banking, new accounts or lending.
• Strong interpersonal and communication skills; ability to manage multiple issues.
• Comfort with facilitating complex transactions and mentoring others.

Responsibilities

• Establish member relationships and conduct telephone prospecting and outbound calls.
• Open complex deposit accounts and process mortgages or loans.
• Assist members with escalations and complex transactions; provide issue resolution.
• Mentor and develop new Member Specialists in playbook areas.
• Promote products and services to meet member needs and goals.

Skills

Member servicing

Sales proficiency

Mortgage knowledge

Problem solving

Team coaching

Education

High School Diploma

Tools

Microsoft Office

Excel

Job description

Texas Dow Employees Credit Union is seeking a Partner Specialist to serve as a member-service expert, handling accounts, loans, and referrals across product lines. The role includes coaching colleagues on complex transactions and guiding members to the right solutions within a fast-paced retail banking environment.

The Senior Member Champion will own complex issues, build trusted relationships, and drive growth by proactively contacting members, opening accounts, processing loans, and assisting