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Credit Union of Texas · 1 day ago

Member Solutions Advisor

Allen, Texas, United States

Full-time

Onsite

Entry Level

2+ years exp

Credit Union of Texas is a financial institution seeking a Member Solutions Advisor to guide marketing-generated leads through the application stage for various products. The role involves engaging with prospects, managing the application process, and ensuring a seamless transition to internal teams for underwriting and service.

BankingConsultingFinancial Services

Responsibilities

Engage and respond to marketing-generated leads across auto, mortgage, HELOC, and deposit products using phone, email, and text

Own the lead-to-application process, guiding prospects through needs discovery and application completion

Ensure applications are accurate, complete, and ready for underwriting or fulfillment prior to handoff

Manage a daily pipeline of active leads and in-progress applications, maintaining clear priorities and timely follow-up

Execute outbound outreach tied to specific marketing campaigns, journeys, and re-engagement efforts

Represent CUTX’s brand, value proposition, and campaign messaging consistently across all member interactions

Provide clean, well-documented handoffs of completed applications to lending, deposit, and servicing teams

Maintain accurate records, notes, and status updates within CRM and marketing systems

Identify and refer additional opportunities to internal partners when appropriate, without owning underwriting or post-application servicing

Share feedback with Marketing on lead quality, campaign effectiveness, and member insights to support continuous improvement

Adhere to CUTX policies, procedures, quality standards, and all applicable regulatory and compliance requirements

Deliver a strong, professional first experience that builds trust and sets the foundation for long-term member relationships

Qualification

Credit Union experienceSales experienceConsumer lending experienceSalesforceSpanish languageEffective communicationCustomer orientedSelf-motivatedTeam player