Take the Next Step in Your Career With Us!
Are you looking for a rewarding customer service and lending career where you can truly make an impact? As an E-Branch Loan Advocate, you’ll help individuals find the right financial solutions—all from a dynamic, fast-paced environment. If you enjoy helping people, solving problems, and building relationships over the phone, this is your chance to grow your career in a supportive and professional setting.
E-Branch Loan Advocate
Houston, TXÂ | Full-Time |Â Banking & Financial Services
Why Work With Us:
• Competitive pay with opportunities for growth in financial services careers
• Supportive, team-oriented culture focused on professional development
• Hands-on training and ongoing learning to advance your lending expertise
What You'll Do:
• Deliver exceptional customer service by assisting members with loan inquiries over the phone
• Process loan applications, explaining rates, terms, and available options clearly
• Make outbound and inbound calls to provide tailored financial solutions
• Collaborate with underwriting teams by providing detailed and accurate application notes
• Educate customers on loan products, payments, and payoff details
• Identify opportunities to recommend additional financial products that meet customer needs
• Manage multiple interactions efficiently while maintaining a high level of professionalism
• Accurately prepare and complete required loan documentation and records
What We’re Looking For:
• High school diploma or GED required (college degree is a plus)
• Experience in customer service, call center, or financial services preferred
• Strong communication skills with the ability to explain financial concepts clearly
• Comfortable working in a fast-paced, multi-tasking environment
• Proficiency with Microsoft Office and general computer systems
• Strong organizational and problem-solving skills
• Ability to work a flexible schedule, including rotating Saturdays
• Bilingual Spanish is a plus but not required
• A positive, team-oriented mindset with a focus on delivering excellent service
Ready to Land Your Next Great Role?
Apply now and let our recruiting team help you take the next step in your career!
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Note: We are an equal opportunity employer and value diversity in our workforce. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status.
