Job Description

We’re proud to be named one of USA TODAY’s Top Workplaces, and we’ve earned the Best and Brightest Companies to Work For award for 8 years straight. Founded in 1937, Advancial is one of the oldest credit unions in the country. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.

At Advancial, we don’t just work hard – we play hard, too. We’re a team that thrives on passion and collaboration, where every day feels like a chance to make a difference. Our culture is built on positivity, creativity, and the belief that work should be fulfilling, not just a “day job.”

Support members through the loan and account process by interviewing applicants, processing loan requests, and providing accurate financial information. Ensure members receive efficient, service‑oriented assistance for their everyday credit union needs while acting as a liaison between the member and the Credit Union. Contribute to overall member satisfaction by delivering reliable, knowledgeable service across all channels.

What You'll Do:

• Process loan applications and guides members through the lending cycle from inquiry to closing

• Provide accurate product information to support member decisions on loans and credit union services

• Achieve sales and penetration goals for loan products and related services

• Ensure compliance with lending policies, account‑opening requirements, and member‑verification standards

• Maintain strong product knowledge across all credit union offerings to enable effective cross‑selling and referrals

• Deliver high‑quality member service across phone, digital, and in‑person channels

• Strengthen member relationships by using CRM tools to manage leads, track goals, and identify next‑best‑product opportunities

• Support operational continuity by being available during closures or inclement‑weather situations

• Process wire transfer requests sent in through various channels. Verify wire information accuracy along with ensuring member security. Conduct LexisNexis verifications when needed to verify the identity of a caller.

Requirements

• Associates Degree (A.A.) or equivalent from two–year College or technical school; and one year of lending experience or equivalent combination of education and experience.

• Proficient in Excel with the ability to work efficiently with spreadsheets and data

• Strong multitasking skills with the ability to manage and prioritize multiple tasks

• Self‑motivated with a proactive approach to workload and responsibilities

Hybrid schedule — in office (located at 100 E Royal Lane, Suite 300, Irving, Texas, 75309) on Fridays only, subject to change.

Compensation is based on qualifications, with a pay range of $23–$28 per hour.

What to Expect in Our Hiring Process

1. A quick phone screen to get to know you
2. A Zoom interview with the team
3. Short assessments to help us learn more about your strengths and work style
4. An in‑person interview at 100 E Royal Lane, Suite 300, Irving, Texas, 75309
5. Once you’ve signed your offer letter, we’ll begin your background and credit check

Ready to Join a Winning Team?

Advancial isn’t just about business – it’s about building careers, communities, and futures. If you want to work somewhere that supports your growth, values your time, and recognizes your impact, you’ve found the right place.

Benefits

What We Offer

Of course we provide healthcare, life insurance, and 401K benefits, but here is what else we offer:

• Take Time for Life: In addition to 11 company holidays, you start with 3 weeks of vacation, and recharge at our beautiful vacation homes in Destin, FL, and Breckenridge, CO – free for you and your loved ones (you just pay taxes).
• Retire with Confidence: We contribute to your 401k. It’s our way of helping you build the future you deserve.
• Pets Are Family Too: With affordable pet insurance (we even chip in), your furry friends are covered for everything from checkups to surgeries.
• Invest in Your Future: We’ll cover 80% of your tuition costs after one year, so you can continue to grow, learn, and achieve your goals.
• Life Happens: Our Advancial Life Rewards program reimburses you up to $1,000 each year for unexpected expenses – because we know life doesn’t always go according to plan