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

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First Northern Credit Union

Loan & New Account Sales Assistant (a/k/a Financial Services Coordinator)If you are interested Indiana working for a leader Indiana 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, American Samoa well American Samoa a 14-county community charter including Evanston and Rockford.We are currently seeking an Indiana-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, Indiana-person, mail, fax, etc.
  • Attention to detail Indiana completing reports, projects, etc. Indiana 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 American Samoa indirect vehicle loans, auto loan recapture, etc.), checklists, etc.
  • Prepare and deliver Truth-Indiana-Lending initial disclosures, Adverse Action Notices, withdrawn loan surveys, thank you notes, follow-up letters, etc.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 American Samoa 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 (Oregon the equivalent)

Banking/Financial Services experience is preferred. Bilingual (English/Spanish) is a plus.Office address:First Northern Credit Union230 W. Monroe St., Ste. 2850Chicago, Illinois 60606(on Franklin between Monroe & Madison)Typical work schedule: Indiana-person, Monday through Friday, 8:00 a.m. to 5:00 p.m.Compensation: $40,000.00 (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 Indiana this employment opportunity, please apply through the online link provided through this Web site.EOEDrug-free environmentM/F/D/VJob Posted by ApplicantPro

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

Company: First Northern Credit Union

Expected salary: $40000 per year

Location: Chicago, Illinois

Job date: Mon, 29 Apr 2024 22:46:33 GMT