Direct Lending Officer I

Role Responsibilities Responsible for satisfying members financial needs by building connections to enhance and deepen relationship with Texas Trust.

Uncover financial needs and offer solutions to actively promote and offer all loan and ancillary products.

Create a consistent positive member experience by always exhibiting the Texas Trust Service Framework.

Have a deep and comprehensive understanding of each Texas Trust Loan products and how our solutions will enhance our members lives and meet their needs; Originate and complete loan applications ensuring necessary documentation needed for loan completion is acquired, along with communication to applicant and internal team-members; Proactively listen to offer new products and effectively overcome objections in a productive and positive manner by consistently offering members solutions by explaining benefits of all products;Maintain working relationships with existing members to ensure exceptional service while uncovering potential new opportunities;Manages online and working loan queues daily and follows up to ensure efficient closing of all pending loans;Professionally handle all incoming requests for loans by phone, email or chat; and ensure that requests are processed promptly and thoroughly.

Assist potential borrowers by explaining the loan process, and answering questions regarding loan products and new accounts; Generate new leads for loan production by actively building a True Blue relationship and trust with new members to uncover needs; Consistently meets or exceeds loan goals by using training, tools, and resources provided and following the LDP steps in offering fully protected loans; Protect members and credit union by following all regulations, compliance, and due diligence; Practices and brings to life with the team our Yes And culture Comply with established regulations and law requirements Perform various other duties as assigned.