Member Solutions Advisor

Credit Union of Texas
Allen, TX
Category Customer Service
Job Description
Member Solutions Advisor guides marketing-generated leads through the application stage for key CUTX products, including auto loans, mortgages, HELOCs, and deposit accounts. This role is consultative and outcomes-driven, focused on conversion, responsiveness, and delivering a strong first experience with CUTX.

Requirements

  • 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
  • Represent CUTX's brand, value proposition, and campaign messaging consistently across all member interactions
  • Maintain accurate records, notes, and status updates within CRM and marketing systems
  • Share feedback with Marketing on lead quality, campaign effectiveness, and member insights to support continuous improvement

Benefits

  • Competitive salary
  • Benefits package
  • Opportunities for career growth and development
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