Digital Lending Specialist

Truliant's mission is to improve lives by putting our members first, providing great service and straightforward financial solutions. Our core values of Member Focus, Service, Guidance, Relationships, and Community define how we interact with members to fulfill our mission of improving lives and providing a foundation on which we conduct ourselves.

Our Promise to Our Teammates: Truliant strives to provide all teammates with an enjoyable place to work where they feel valued, empowered and rewarded for all that they do.

Knowledge, Skills, and Abilities

• Must have advanced knowledge of consumer lending and deposit products, including ancillary products and services.

• Must have a strong understanding of credit union operations, policies, and end-to-end service delivery channels.

• Must have demonstrated ability to identify member needs and align appropriate financial solutions across lending and deposit relationships.

• Must have working knowledge of mortgage products with the ability to identify needs and refer to a mortgage specialist.

• Must have excellent verbal and written communication skills, with the ability to engage effectively across digital channels and phone, demonstrating clarity, professionalism, and efficiency.

• Must have strong service recovery skills, with the ability to de-escalate issues, reinforce trust, and deliver consistent member-centric experience.

• Must have proficiency in navigating multiple systems simultaneously (e.g., CRM, loan origination systems).

• Must have intermediate proficiency in Microsoft Office applications, including Excel and Outlook.

• Must have strong problem-solving skills with the ability to assess situations, identify solutions, and take appropriate action.

• Must have effective time management and organizational skills, with the ability to manage competing priorities in a fast-paced, goal-oriented environment.

• Must have a high attention to detail in documentation, disclosures, and member communications.

• Must have the ability to consistently follow regulatory requirements, policies, and procedures, maintaining confidentiality and protecting member data.

• Must have the flexibility to adapt to changing priorities, business needs, and evolving digital tools, with a willingness to support continuous improvement initiatives.

• Must have demonstrated ability to work independently and collaboratively within a team, maintaining composure and effectiveness under pressure.

Physical Requirements

• Must be able to sit at a desk for long periods of time and use a computer.

• Must be able to use a telephone and wear a phone audio headset.

• Must be able to moderately lift or move up to 5 pounds and occasionally lift or move up to 10 pounds.

Education and Background

• High School Diploma or equivalent required, bachelor's degree preferred.

• 2 + years of experience in a sales, customer engagement, or consultative service environment required.

• Previous experience in the financial services or lending environment preferred.

• Previous experience in a digital, contact center, or high volume inbound/outbound environment preferred.

If you have a passion for member service and would like to invest in a meaningful career with opportunity for growth, we encourage you to apply to Truliant!

As a member of the Truliant family, you will enjoy the following full time benefits:

• No-cost employee Medical, dental, vision coverage
• Prescription benefits (including mail order)
• Paid holidays and Paid Time Off (PTO)
• 401(k) plan with contribution matching
• Paid community involvement volunteers hours
• Paid group life Insurance
• Teammate loan discounts
• Tuition reimbursement
• Short and long-term disability
• Health & Wellness program
• Teledoc (physician video conferencing)
• Onsite fitness facilities or health club reimbursement
• Employee Assistance Program (EAP)
• Medical flexible spending account
• Dependent care flexible spending account