Financial Services Representative

Description

Provide administrative and clerical support to the Commercial Lending Operations team. Assist with day-to-day tasks and projects to help manage team workload.

Responsibilities

• Organize and file loan documents, financial statements, and other records.
• Maintain accurate and complete loan files and customer relationship records.
• Track and follow up on outstanding post-closing items, such as titles, recorded documents, and searches. Escalate missing or delayed items to ensure timely resolution.
• Support loan payoff activities, including lien releases, satisfactions, and account closures. Ensure payoff documentation is completed, filed, and properly maintained.
• Follow up with insurance agents to obtain updated insurance certificates. Update loan systems and files with current insurance information.
• Help ensure loan records are accurate, compliant, and up to date.
• Provide temporary support during high-volume periods, employee leaves, and special projects.

Qualifications

• 1+ years of banking experience required (commercial lending preferred).
• 1+ years of working with financial documents including, but not limited to, real estate titles, lien releases, insurance, post-closing, and loan documentation.

Pay

• $24–$28/hour for candidates meeting the base qualifications.
• $28–$32/hour for candidates with direct commercial lending operations experience, loan documentation experience, and the ability to work independently with minimal training.

Schedule & Location

This is a Contract position based out of Apple Valley, MN, with a hybrid work model.

Benefits

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long-term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)