Financial Sales & Service Representative

AAA Northeast

Financial Services Representative guiding members through the loan process. Responsible for loan inquiries, documentation, and ensuring compliance for AAA Northeast.

Posted 6/30/2026full-timeFranklin • Massachusetts • 🇺🇸 United StatesJunior💰 $23 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in managing consumer loan inquiries and utilizing CRM systems to track and convert leads. Ensures compliance with underwriting requirements while providing exceptional member service throughout the loan process.

Highest-signal resume keywords

Consumer Lending ExperienceCRM System UtilizationLoan Documentation ManagementCompliance VerificationMember Experience Enhancement

ATS Keywords

Tailor your resume

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan Product KnowledgeLead QualificationSales Agreement PreparationClosing Package GenerationDocumentation Review

Soft Skills

Communication SkillsCustomer Service OrientationAttention to Detail

Certifications & Qualifications

High School Diploma

Industry Keywords

BankingConsumer LoansUnderwriting ComplianceSales Environment

About the role

Key responsibilities & impact

Manages inbound loan inquiries and provides accurate information on available consumer loan products and services.
Utilizes the CRM system to qualify and manage all necessary loan product leads (excluding GAP and debt protection products).
Converts qualified leads into opportunities by assessing member needs, documenting all interactions, and tracking progress toward closing.
Collects required member documentation via secure channels.
Reviews and verifies the accuracy and completeness of all submitted materials, ensuring compliance with underwriting and company requirements.
Generates loan contracts and related sales agreements, prepares closing packages, and facilitates execution through electronic or in-branch signings.
Conducts follow-up after closing to confirm all required documentation has been received, additional obligations are met, and the member experience remains positive throughout the process.

Requirements

What you’ll need

High School Diploma required
1-2 years experience in consumer lending, banking, or a related administrative or sales environment.
Must successfully complete a criminal background check during pre-employment screening and periodic re-screening during employment, in accordance with company policy and applicable law.

Benefits

Comp & perks

Medical coverage with employer contributions covering up to 93% of the premium cost, plus dental and vision options.
6% company match on 401(k) retirement plan contribution, with contributions fully vested and made every pay period.
3 weeks’ vacation, 12 holidays, 8 sick days, 48 hours of volunteer time annually.
Free AAA membership, insurance discounts, travel commission refund, up to $625 in Wellness Incentives, up to $6k in tuition reimbursement, and more!