Field Financial Services Representative

AAA Northeast

. Guide members through the complete loan process from initial qualification to closing and post-funding follow-up .

Posted 10/15/2026full-timeUnited StatesJunior💰 $23 - $27 per hourWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing the loan process from qualification to closing, ensuring compliance and accuracy in documentation while maintaining data integrity. Proficient in customer communication and collaboration with various stakeholders to achieve sales performance goals.

Highest-signal resume keywords

Consumer Lending ExperienceLoan Documentation ManagementCRM System ProficiencyCompliance FocusBilingual Communication

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan Process ManagementDocument VerificationData Integrity MaintenanceSales Agreement GenerationClosing Package Preparation

Soft Skills

Highly OrganizedDetail-OrientedEffective Communication

Tools & Technologies

CRM System

Certifications & Qualifications

High School Diploma

Industry Keywords

Consumer Loan ProductsUnderwriting CompliancePrivacy StandardsData SecuritySales Performance Goals

About the role

Key responsibilities & impact

Guide members through the complete loan process from initial qualification to closing and post-funding follow-up
Manage inbound loan inquiries and provide accurate information on consumer loan products and services
Use the CRM system to qualify and manage loan product leads, excluding GAP and debt protection products
Convert qualified leads into opportunities by assessing member needs, documenting interactions, and tracking progress toward closing
Collect required member documentation through secure channels
Review and verify submitted materials for accuracy, completeness, underwriting compliance, and company requirements
Generate loan contracts and related sales agreements
Prepare closing packages and facilitate electronic or in-branch signings
Ensure loan documentation is accurate, compliant, and properly filed
Conduct post-closing follow-up to confirm documentation and lender obligations are complete
Maintain data integrity in CRM and loan systems
Collaborate with lenders, branch staff, and sales managers
Adhere to privacy and data security standards when handling PII
Provide members with consistent communication and updates throughout the loan cycle
Support compliance accuracy, administrative quality, and sales performance goals
Perform other duties as assigned

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
Must complete periodic re-screening during employment
Ability to handle sensitive personal and financial data (PII)
Ability to verify documents and maintain accurate records
Compliance-focused, highly organized, and detail-oriented
For bilingual roles, ability to perform functions in English and the target language

Benefits

Comp & perks

Ongoing world-class training and proven career paths
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 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
Annual bonus opportunities
Additional monthly and/or quarterly incentive compensation for certain roles
Cameras-on approach during virtual meetings
Equal opportunity and diverse workplace