Teams at TDECU

Provides expert member service in a retail banking environment, handling complex account transactions, mortgage and other loan applications, deposits, referrals, and issue resolution. Builds member relationships through outreach, sales, and financial product recommendations while meeting production goals. Serves as a subject matter expert, mentors colleagues, supports branch operations, manages escalations, and promotes digital banking tools. The role requires strong compliance, problem-solving, communication, and relationship-management skills, with up to 30% travel.

Serves as a banking and lending expert in a retail credit union environment. Opens and services complex deposit accounts, processes mortgage and other loans, resolves escalated member issues, conducts outbound prospecting, and recommends financial products. Builds member relationships, meets sales and production goals, supports branch operations, coaches colleagues, and assists members with digital tools. Requires strong knowledge of banking procedures, lending, compliance, customer service, and relationship management. Up to 30% travel is required.

Manages mortgage origination operations, including processes, policies, production, quality, service levels, product deployments, and departmental goals. Resolves complex issues for Mortgage Loan Officers, coaches and motivates staff, leads change, and maintains relationships with internal business units and external referral partners. Coordinates with mortgage fulfillment teams to ensure timely origination, processing, and closing activities.