Truliant
Banking
DigitalLendingSpecialist
Neural analysis suggests this role is
optimal for Mid+ candidates.
“Digital Lending Specialist at Truliant. Skills: Digital sales, Member relationships, Lending solutions. Engage members through digital channels. Understand financial needs”
What You'll Achieve.
Meet or exceed production goals; Meet or exceed conversion goals; Meet or exceed relationship expansion goals; Maximize funding volume; Maximize relationship growth
Industry & Context.
Problem-solving; Assess situations; Identify solutions; Take appropriate action
Sit at desk for long periods, Use a computer, Use a telephone, Wear a phone audio headset, Moderately lift or move up to 5 pounds, Occasionally lift or move up to 10 pounds
What They're Looking For.
Must Have
2+ years sales experience, 2+ years customer engagement experience, 2+ years consultative service experience, Advanced knowledge of consumer lending products, Advanced knowledge of deposit products, Advanced knowledge of ancillary products, Advanced knowledge of ancillary services, Working knowledge of mortgage products, Ability to identify member needs, Ability to align financial solutions, Excellent verbal communication skills, Excellent written communication skills, Proficiency in navigating multiple systems, Intermediate proficiency in Microsoft Office, Proficiency in Microsoft Excel, Proficiency in Microsoft Outlook, Problem-solving skills, Effective time management skills, Organizational skills, High attention to detail, Ability to follow regulatory requirements, Ability to follow policies, Ability to follow procedures, Ability to maintain confidentiality, Ability to protect member data, Ability to work independently, Ability to work collaboratively, Ability to maintain composure under pressure, Ability to maintain effectiveness under pressure, Sit at desk for long periods, Use a computer, Use a telephone, Wear a phone audio headset, High School Diploma or equivalent
Nice to Have
Bachelor's degree preferred, Financial services experience preferred, Lending environment experience preferred, Digital contact center experience preferred, High volume inbound environment experience preferred, High volume outbound environment experience preferred, Ability to identify mortgage needs, Refer to mortgage specialist
What You'll Do.
Engage members through digital channels
Understand financial needs
Deliver personalized lending solutions
Deliver personalized deposit solutions
Lead consultative conversations
Uncover unstated needs
Position appropriate products
Position appropriate services
Position appropriate ancillary solutions
Educate members on product options
Educate members on terms
Educate members on benefits
Leverage pre-approvals
Leverage behavioral insights
Execute outbound follow-up strategies
Manage pipeline of opportunities
Ensure timely follow-up
Ensure progression from application through funding
Meet individual goals
Deliver high-service experience
Deliver low-friction experience
Build long-term relationships
Provide feedback on digital tools
Provide feedback on member journey friction points
Provide feedback on process improvements
Manage loan applications
Ensure positive member experience
Partner with underwriting teams
Partner with fulfillment teams
Ensure seamless end-to-end process
Identify application barriers
Resolve application barriers
Prioritize high-impact opportunities
Maximize funding volume
Maximize relationship growth
Adapt to evolving digital platforms
Adapt to evolving systems
Adapt to evolving workflows
Enhance service delivery
Support pilot programs
Support new initiatives
Improve digital engagement
Improve member experience
Ensure all interactions comply with regulatory requirements
Ensure all processes comply with regulatory requirements
Ensure all interactions comply with internal policies
Ensure all processes comply with internal policies
Identify potential fraud
Report potential fraud
Assist with other tasks
Assist with other projects
How You'll Work.
Team & Collaboration
Work with underwriting teams; Work with fulfillment teams; Collaborate within a team
Communication Scope
Verbal communication; Written communication; Digital channel communication; Phone communication
Full Job Description
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. **Purpose of the Job** The Digital Lending Specialist delivers seamless, consultative member experience across digital channels by guiding members to lending and deposit solutions aligned with their financial needs. This role extends beyond transactional support to proactively deepen member relationships, improve financial outcomes, and drive organizational growth. As a key contributor to the digital sales and engagement strategy, the position blends financial expertise, digital communication, and relationship-building to convert opportunities into funded loans, expanded deposit relationships, and long-term member loyalty. **Essential Functions and Responsibilities** Engages members through digital channels (SMS, chat, phone, email) to understand financial needs and deliver personalized lending and deposit solutions. Leads consultative conversations that uncover both stated and unstated needs, confidently positioning appropriate products, services, and ancillary solutions. Educates members on product options, terms, and benefits to support informed financial decisions, leveraging pre-approvals, triggers, and behavioral insights. Executes outbound follow-up strategies for applications, pre-approvals, and cross-sell opportunities to drive engagement and conversion. Manages a pipeline of opportunities using CRM and loan origination tools, ensuring timely follow-up and progression from application through funding. Meets or exceeds individual and team goals
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