Current jobs related to Call Center Loan Consultant - Fort Worth - EECU

  • Call Center Loan Consultant

    4 weeks ago

    Fort Worth, United States EECU Credit Union Full time

    Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in connecting customers with tailored loan solutions. The Call Center Loan Consultant...

  • Call Center Loan Consultant

    4 weeks ago

    Fort Worth, United States FORT WORTH METRO BLACK CHAMBER Full time

    Call Center Loan Consultant (Banker) - Fort Worth (10am-7pm shift) Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in connecting...

  • Call Center Loan Consultant

    4 weeks ago

    Fort Worth, United States Fort Worth Chamber Full time

    Call Center Loan Consultant (Banker) - Fort Worth (10am-7pm shift) Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in connecting...

  • Loan Consultant

    3 weeks ago

    Fort Worth, Texas, United States EECU Credit Union Full time

    Loan Consultant Job DescriptionAs a Loan Consultant at EECU Credit Union, you will play a key role in connecting customers with tailored loan solutions. Your strong understanding of financial products and passion for helping customers achieve their goals will make you an ideal fit for this dynamic team.Key Responsibilities:Engage with potential customers to...

  • Loan Consultant

    1 month ago

    Fort Worth, Texas, United States EECU Full time

    Job DescriptionAre you a motivated and customer-focused individual with a passion for helping people achieve their financial goals? We are seeking a skilled Loan Consultant to join our team at EECU, a leading credit union in North Texas.Key Responsibilities:Inbound and Outbound Sales Calls: Engage with potential customers to understand their financial needs...

  • Mortgage Call Center Specialist

    4 weeks ago

    Fort Worth, Texas, United States CornerStone Staffing Full time

    Mortgage Call Center Representative Job DescriptionWe are seeking a highly skilled Mortgage Call Center Representative to join our team at CornerStone Staffing. As a Mortgage Call Center Representative, you will be responsible for providing exceptional customer service to our clients, resolving customer inquiries and concerns, and working effectively with...

  • Call Center Representative

    2 weeks ago

    Fort Worth, United States Dunham Jones Law Full time

    Dunham & Jones, is a nationwide criminal defense firm, built on purpose, meaning, service, and relationships. We help our clients navigate the complex criminal litigation process by providing experienced, compassionate, and responsive legal counsel and expertise. Are you a motivated individual with excellent communication skills? Dunham & Jones Law Firm is...

  • Medical Call Center Representative

    1 month ago

    Fort Worth, Texas, United States CornerStone Staffing Full time

    Seeking a skilled and bilingual individual to join our team as a Medical Call Center Representative. In this role, you will provide exceptional customer service to our clients while working in a fast-paced call center environment.Key Responsibilities:Ensure accurate and timely service to all clientsDocument and update records as neededMake outbound calls to...

  • Call Center Collections Manager

    4 weeks ago

    Fort Worth, Texas, United States CREDIT SYSTEMS INTERNATIONAL, INC. Full time

    Job Title: Call Center Collections SupervisorAt Credit Systems International, Inc., we are seeking a highly skilled and experienced Call Center Collections Supervisor to join our team. As a key member of our management team, you will be responsible for directing the day-to-day operations of our call center, ensuring the efficiency and effectiveness of our...

  • Call Center Team Lead

    3 weeks ago

    Fort Worth, Texas, United States Serenity Healthcare, LLC Full time

    Call Center Supervisor OpportunitySerenity Healthcare, LLC is seeking a skilled Call Center Supervisor to lead our team of customer service professionals. As a key member of our organization, you will be responsible for driving exceptional results in a customer-centric call center environment.Key Responsibilities:Leverage data-driven insights to oversee...

  • Mortgage Call Center Representative

    2 months ago

    Fort Worth, United States CornerStone Staffing Full time

    Do you have excellent banking customer service experience? Do you come from a mortgage background and have a desire to assist others in need? We have an excellent position for you with a successful and well know Financial Institution!!!Job Title: Mortgage Call Center RepresentativeLocation: Remote; MUST LIVE IN DALLAS/FORT WORTH, TEXAS...

  • Director of Call Center Operations

    4 weeks ago

    Fort Worth, Texas, United States EECU Full time

    Job DescriptionEECU is seeking a highly skilled and experienced Director of Call Center Operations to lead our contact center team. As a key member of our organization, you will be responsible for overseeing and enhancing our overall contact call center operations and strategic leadership.Key Responsibilities:Oversee daily operations to ensure efficiency,...

  • Financial call center representative

    2 days ago

    Fort Worth, United States Randstad Full time

    Our client, a leader in the financial industry, located in Ft. Worth, TX, is currently hiring for Financial Call Center Representatives! This is a great opportunity to gain more experience in the field. Rate: $21.00 Hours: Must be flexible between 9:30 a.m. to 11:00 p.m. CST Location: Ft. Worth, TX (ONSITE) Candidates must have 2+ years of experience in a...

  • Call Center Representative

    3 weeks ago

    Worth, United States Procom Full time

    Call Center Representative Intro The Call Center Representative is an integral part of our Personal and Digital Banking team, responsible for engaging with clients and addressing their banking needs. This role focuses on providing exceptional client service and building strong relationships through meaningful conversations. With a potential to work remotely...

  • Mortgage Loan Officer

    1 week ago

    Fort Worth, Texas, United States EECU Full time

    Job SummaryEECU is seeking a highly skilled Mortgage Loan Officer to join our team in Fort Worth. As a key member of our mortgage division, you will be responsible for originating, processing, and closing mortgage loans for our members. This is an excellent opportunity to work with a dynamic team and contribute to the growth and success of our...

  • Loan Specialist

    1 month ago

    Fort Worth, Texas, United States Franfund Inc Full time

    About the RoleWe are seeking a highly skilled Loan Production Specialist to join our team at FranFund Inc. As a key member of our team, you will be responsible for assisting potential borrowers with the preparation of comprehensive loan request packages and the winning of lender proposals.Key ResponsibilitiesManage client pipeline from loan packaging to loan...

  • Loan Specialist

    2 weeks ago

    Fort Worth, Texas, United States Franfund Inc Full time

    About the RoleWe are seeking a highly skilled Loan Production Specialist to join our team at FranFund Inc. As a key member of our team, you will be responsible for assisting potential borrowers with the preparation of comprehensive loan request packages and the winning of lender proposals.Key ResponsibilitiesManage client pipeline from loan packaging to loan...

  • Holiday Loan Processor

    2 weeks ago

    Fort Worth, Texas, United States Pyramid Consulting Full time

    Job Title: Holiday Loan ProcessorWe are seeking a highly skilled Holiday Loan Processor to join our team at Pyramid Consulting, Inc. This is a contract opportunity with long-term potential and is located in Fort Worth, TX.Job Summary:The Holiday Loan Processor will be responsible for working directly with Loan Officers and client's Credit Union members to...

  • Mortgage Loan Processor

    1 month ago

    Fort Worth, Texas, United States First United Bank and Trust Full time

    Mortgage Loan Processor Job SummaryWe are seeking a highly skilled Mortgage Loan Processor to join our team at First United Bank and Trust. As a Mortgage Loan Processor, you will be responsible for processing mortgage loans generated by our bank employees, providing excellent customer service, and ensuring timely handling of all loan files.Key...

  • Mortgage Loan Processor

    1 month ago

    Fort Worth, Texas, United States First United Bank and Trust Full time

    Mortgage Loan Processor Job SummaryWe are seeking a highly skilled Mortgage Loan Processor to join our team at First United Bank and Trust. As a Mortgage Loan Processor, you will be responsible for processing mortgage loans generated by our bank employees, providing excellent customer service, and ensuring timely handling of all loan files.Key...

Call Center Loan Consultant

2 months ago

Fort Worth, United States EECU Full time
Job DescriptionJob Description

Are you an enthusiastic sales professional with a strong understanding of financial products and a passion for helping customers achieve their goals? Join our dynamic team as a Call Center Loan Consultant (Banker) and take your career to the next level by playing a key role in connecting customers with tailored loan solutions.

The Call Center Loan Consultant (Banker) will be in training in office for the first 6 months, then can be on a hybrid scheduled after that, if in good standing. Hybrid schedule on weekly basis will be 3 days in office and 2 days remote.


Key responsibilities for the Call Center Loan Consultant:

Inbound and Outbound Sales Calls: Engage with potential customers to understand their financial needs, providing information about loan products and guiding them through the application process.

Product Knowledge: Stay well-informed about our loan offerings, interest rates, and eligibility criteria to effectively communicate benefits and answer customer queries.

Consultative Selling: Utilize a consultative approach to understand customer requirements and recommend loan solutions that align with their financial goals.

Lead Generation: Proactively identify and qualify potential leads through active listening and strategic questioning during customer interactions.

Sales Targets: Work towards achieving and exceeding sales targets, ensuring high conversion rates and customer satisfaction.

Customer Relationship Management: Build and maintain positive relationships with customers throughout the loan application process, providing support and addressing concerns.

Collaboration: Work closely with loan processors, underwriters, and other teams to facilitate a seamless loan application and approval process.

Candidates for EECU should possess the following knowledge and experience:

  • High school diploma or equivalent; additional education in finance, sales, or related field is advantageous.
  • Proven experience in a call center environment, with a track record of successful loan sales.
  • Strong understanding of various loan products, lending processes, and regulatory requirements.
  • Excellent communication and interpersonal skills, with the ability to explain complex financial information in a clear and concise manner.
  • Familiarity with sales software, CRM systems, and other digital tools.
  • Results-driven mindset with a focus on achieving and exceeding sales goals.
  • Adaptability to changing loan products, interest rates, and market conditions.
  • Flexible work arrangements, including hybrid work options.
  • Bilingual preferred- able to read, write and speak Spanish
  • Credit Union and Federal Regulations
  • Ability to easily commute to call center in Downtown Fort Worth
  • Must be able to work Monday–Friday 10am to 7pm and rotating Saturdays 9:00am to 1:00pm.
  • Chance of monthly incentives.

  • EECU will, in compliance with applicable laws, evaluate an applicant's credit history. Only applicants with good credit history will be considered for open positions. If offered a position with EECU, will have to clear background check including employment, criminal, and drug screen.

For more than 85 years, Fort Worth-based EECU community credit union has been committed to providing members A Better Way of Banking®. Today, EECU is one of the largest credit unions in Texas with over $3.7 billion in assets and serves over 277,000 members through 18 financial centers across North Texas. In the true spirit of the credit union philosophy “people helping people” EECU was recently honored with the Fort Worth Business Press Corporate Philanthropy Award for employee volunteerism, named Best Bank/Credit Union by the Fort Worth Star Telegram’s readers, and became the 1st credit union in Fort Worth to become Blue Zones certified for promoting employee well-being.


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


EECU is an EOE/Vets/Disabled Employer.

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

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


Shift Mon-Fri 10am-7pm and rotating Saturdays 9am-1pm