Loan and New Account Sales Assistant (a/k/a Financial Services Coordinator)

Full Time
Chicago, IL 60606
Posted
Job description

Loan & New Account Sales Assistant (a/k/a Financial Services Coordinator)


If you are interested in working for a leader in the credit union industry, then we are looking for you! First Northern Credit Union is a dynamic company with growth opportunities. Our membership base consists of Constellation, Exelon, Northwestern Medicine, and Northwestern University employees and students, as well as a 14-county community charter including Evanston and Rockford.


We are currently seeking an in-person Loan & New Account Sales Assistant (a/k/a Financial Services Coordinator) for our Chicago-Loop (Monroe Street) office.


Primary responsibilities include:

  • Provide internal sales support to the Financial Services Department.
  • Provide excellent member service to credit union members and guests.
  • Multi-task and receive and complete work through a variety of channels, including online, telephone, in-person, mail, fax, etc.
  • Attention to detail in completing reports, projects, etc. in an accurate and timely manner.
  • Analyze, audit, and report on personal bankers' pending lending applications and new account opening and onboarding (follow-up).
  • Audit, input, and process new member welcome packets and onboarding campaigns.
  • Audit, input, and process loan applications (such as indirect vehicle loans, auto loan recapture, etc.), checklists, etc.
  • Prepare and deliver Truth-in-Lending initial disclosures, Adverse Action Notices, withdrawn loan surveys, thank you notes, follow-up letters, etc.
  • Assist with the coordination of the Internet sales channels (online applications) by monitoring the application queue, assign applications, review third-party reports, process applications, and audit and report on such.
  • Knowledge of First Northern's consumer/personal banking deposit and loan products and services.
  • Basic understanding of First Northern's credit union operations
  • Refer members to personal bankers for new products and services.
  • Administrative, clerical and data entry, filing, mailing, scanning, and other duties as assigned.


Qualifications include:

  • You must enjoy working with people
  • Solid communication skills are required
  • Proficient with Microsoft Office including Outlook, Excel, Word, etc.
  • High school diploma (or the equivalent)


Banking/Financial Services experience is preferred. Bilingual (English/Spanish) is a plus.


Office address:

First Northern Credit Union

230 W. Monroe St., Ste. 2850

Chicago, IL 60606

(on Franklin between Monroe & Madison)


Typical work schedule: In-person, Monday through Friday, 8:00 a.m. to 5:00 p.m.


Compensation: High $30,000's (full-time, 40 hours per week)


Please be advised that First Northern Credit Union conducts background and credit checks for all positions.


We offer great benefits and pay. If you are interested in this employment opportunity, please apply through the online link provided through this Web site.


EOE

Drug-free environment

M/F/D/V

colinoncars.com is the go-to platform for job seekers looking for the best job postings from around the web. With a focus on quality, the platform guarantees that all job postings are from reliable sources and are up-to-date. It also offers a variety of tools to help users find the perfect job for them, such as searching by location and filtering by industry. Furthermore, colinoncars.com provides helpful resources like resume tips and career advice to give job seekers an edge in their search. With its commitment to quality and user-friendliness, colinoncars.com is the ideal place to find your next job.

Intrested in this job?

Related Jobs

All Related Listed jobs