Loan Center Representative

PrimeWay Federal Credit Union

Virtual Loan Center Representative assisting members at a credit union with loan applications and financial guidance. Ensuring high satisfaction and adherence to loan policies in a call center environment.

Posted 7/28/2026full-timeHouston • Texas • 🇺🇸 United StatesJuniorWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in direct lending and financial sales, with a strong focus on consumer and residential lending practices. Proficient in cross-selling loan products while ensuring compliance with relevant regulations and maintaining high member satisfaction.

Highest-signal resume keywords

Direct Lending ExperienceFinancial Sales ExperienceKnowledge of Loan PoliciesExcellent Communication SkillsStrong Organization Skills

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Consumer LendingResidential LendingLoan ProcessingCross-SellingCall Center OperationsLoan DocumentationDecision-MakingAttention to DetailSales TechniquesLoan Conditions Management

Soft Skills

CompassionAccountabilityIntegrityInterpersonal SkillsAdaptability

Tools & Technologies

Microsoft OfficeCall Center Software

Industry Keywords

Truth in SavingsTruth in LendingBank Secrecy ActAnti-Discrimination LegislationLoan ProductsMember SatisfactionFinancial Safety

About the role

Key responsibilities & impact

This position calls for individuals who are Compassionate, Accountable, bring Real Value, Integrity, New ideas and provide Guidance to our members as well as the team.
Ensuring the financial safety, soundness, and security of the credit union and its membership by completing tasks with due diligence.
Within a call center environment answer incoming phone calls within targeted call metric goals.
Reaching out to both members and non-members to uncover loan opportunities.
Routinely following up on active loan inquiries and applications.
Setting proper expectations with applicants to guide them through the loan process from application to funding.
Identifying and creating opportunities to present other credit union loan products or services by actively cross-selling & counseling prospects.
Selling ancillary loan products, including but not limited to: GAP, vehicle service contracts, life, disability, and involuntary unemployment.
Gathering required supporting loan documents from applicants electronically.
Clearly and proactively communicating with underwriting to clarify the creditworthiness of applicants.
Satisfying loan conditions as assigned by the underwriting team.
Performing necessary actions to ensure timely loan closing and member satisfaction scores greater than or equal to 90%.

Requirements

What you’ll need

1+ years of direct lending, banking, or financial sales experience in a related field.
2+ years of previous sales experience is required within a retail, banking, or call center environment.
General knowledge of loan policies including but not limited to Truth in Savings, Truth in Lending, Bank Secrecy Act, and anti-discrimination legislation.
General knowledge of basic call center policies and telephone etiquette.
Knowledge of consumer and residential lending practices.
Excellent interpersonal, communication, and public relations skills.
Professional appearance and attitude.
Strong organization and follow-up skills.
Sound decision-making and judgment with attention to detail and accuracy.
Ability to interpret information work independently and/or as part of a team and be able to adapt to the fast-changing environment to accomplish individual and team goals and meet deadlines.
Basic personal computer skills and proficiency in Microsoft Office.
Ability to perform in a fast-paced environment.
Willing and able to work remotely if needed.
Ability to maintain confidentiality with member information.

Benefits

Comp & perks

Employment Status: Full-Time
Classification: Non-Exempt