Financial Sales & Service Representative (58493)

About the role

The Financial Services Representative position at AAA Northeast is a hybrid role, requiring 3 days of work onsite and 2 days from a remote location. Eligible applicants must live within a commutable distance to one of our Branch locations in S. Attleboro, Saugus, Westwood, or Burlington, MA.

Responsibilities

• Guiding members through the complete loan process from initial qualification to closing and post-funding follow-up.
• Utilizing the CRM system to qualify leads for all loan products (excluding GAP and debt protection).
• Converting qualified leads into opportunities by assessing member needs, documenting all interactions, and tracking progress toward closing.
• Collecting required member documentation via secure channels, reviewing and verifying its accuracy and completeness, ensuring compliance with underwriting and company requirements.
• Generating loan contracts and related sales agreements, preparing closing packages, and facilitating execution through electronic or in-branch signings.
• Ensuring all loan documentation is accurate, compliant, and properly filed.
• Performing 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.
• Maintaining data integrity in CRM and loan systems by documenting every member interaction, loan stage, and closing action.
• Collaborating with lenders, branch staff, and sales managers to ensure timely and compliant loan processing.
• Adhering strictly to all privacy and data security standards in the handling of PII.
• Providing consistent communication and updates to members throughout the loan cycle.
• Supporting departmental goals related to compliance accuracy, administrative quality, and sales performance.

Requirements

• High School Diploma required.
• 1-2 years experience in consumer lending, banking, or a related administrative or sales environment.
• Bilingual candidates encouraged to apply.

Qualifications

• Highly organized and detail-oriented.
• Confident working in a compliance-focused, member-service environment that balances administrative precision with sales performance.

Skills

• Proficiency in CRM systems.
• Excellent communication and interpersonal skills.
• Ability to handle sensitive personal and financial data (PII) with strict adherence to privacy and data security standards.

Benefits

AAA Northeast is committed to providing a supportive and inclusive workplace where our team members can thrive. We offer competitive compensation and benefits, including:

• Comprehensive health insurance plans.
• Paid time off and holidays.
• Flexible work arrangements.
• Professional development opportunities.
• Community involvement programs.

Pay

Salary range for this position is $XX - $YY per hour, depending on experience and qualifications.

Schedule

This is a hybrid role, with 3 days of work onsite and 2 days from a remote location. Hours are 8:45am-5:15pm, every 4th Saturday 9:00am-1:00pm in office.