Financial Sales & Service Representative

AAA Northeast

Financial Services Representative guiding members through the complete loan process. Highly administrative role requiring compliance and attention to detail while managing documentation and member interactions.

Posted 6/30/2026full-timePlymouth • Massachusetts • 🇺🇸 United StatesJuniorMid-Level💰 $23 - $26 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing inbound loan inquiries and converting leads into opportunities while ensuring compliance with underwriting requirements. Proficient in utilizing CRM systems for tracking and managing loan product leads and documentation.

Highest-signal resume keywords

Consumer Lending ExperienceCRM System UtilizationLead ConversionDocumentation VerificationLoan Contract Generation

ATS Keywords

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Applicant Tracking System Keywords

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

Hard Skills

Loan Product KnowledgeDocumentation CollectionSales Agreement PreparationClosing Package FacilitationCompliance Verification

Soft Skills

Communication SkillsCustomer Service OrientationAttention to Detail

Certifications & Qualifications

High School Diploma

Industry Keywords

BankingConsumer LoansUnderwritingSales EnvironmentAdministrative Support

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.
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.

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

Benefits

Comp & perks

Medical coverage with employer contributions covering up to 93% of the premium cost
Dental and vision options
6% company match on 401(k) retirement plan contribution, fully vested
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
Competitive base pay
Annual bonus opportunities