Field Financial Services Representative (60776)

AAA Northeast; Westwood (MA); Hybrid; USD 42,000 - 62,000; Full time

Benefits offered by this job

Health coverage

401(k) match

Paid time off

Tuition reimbursement

Free AAA membership

Job summary

AAA Northeast is seeking a Financial Services Representative to guide members through the complete loan process from qualification to closing and post-funding follow-up. The role blends administration with sales, requiring meticulous handling of sensitive data and accurate record-keeping.

The position is hybrid, with specific on-site and remote work expectations to support business needs. Strong organizational skills and attention to detail are essential for success.

Qualifications

• 1–2 years experience in consumer lending, banking, or related admin or sales environment.
• Must successfully complete a criminal background check during pre-employment screening and periodic re-screening.

Responsibilities

• Manages inbound loan inquiries and provides accurate information on available consumer loan products and services.
• Qualifies leads in the CRM and converts qualified leads into opportunities by assessing member needs and documenting interactions.
• Collects required member documentation via secure channels and verifies accuracy to ensure compliance with underwriting requirements.
• Generates loan contracts and related sales agreements, prepares closing packages, and facilitates execution.
• Follows up after closing to confirm documentation is complete and obligations are met; maintains positive member experience.
• Maintains data integrity in CRM and loan systems by logging each interaction and action.
• Collaborates with lenders, branch staff, and sales managers to ensure timely, compliant loan processing.
• Adheres to privacy and data security standards in handling PII.

Skills

CRM proficiency

Education

High School Diploma

Tools

CRM system

Job description

Eligible applicants must live within a commutable distance to our Providence, RI branch location. This position would be a hybrid role, which means that you will typically spend 3 days of your work week working onsite and 2 days of your work week working from a remote location. You have applied to a hybrid position, and as such, you will be required to meet specific work from home requirements to support the business needs of AAA. This includes high speed internet access with minimum internet speed requirements.

Hours: Monday – Friday 8:45am-5:15pm, every 4th Saturday 9:00am-1:00pm in office with ½ day off during the week

The Financial Services Representative is responsible for guiding members through the complete loan process - from initial qualification to closing and post-funding follow-up. This position is highly administrative and compliance-driven, requiring meticulous attention to detail in handling sensitive personal and financial data (PII), verifying documents, and maintaining accurate records. The Representative utilizes the organization's CRM system to qualify leads for all loan products (excluding GAP and debt protection), converting them into opportunities ('wins'). Once qualified, the Representative collects required documentation through secure channels such as electronic signature platforms, the loan origination systems, or secured email, ensuring all information is complete and accurate. This role also includes a sales component, where the Representative generates contracts for loan and protection products, prepares closing packages, and finalizes transactions through electronic or in-branch signings. After closing, the Representative performs necessary follow‑up to ensure all documentation is completed and members have fulfilled lender obligations. The ideal candidate is highly organized, detail-oriented, and confident working in a compliance‑focused, member‑service environment that balances administrative precision with sales performance.

What You Will Do

• Manages inbound loan inquiries and provides accurate information on available consumer loan products and services. For bilingual roles, performs these functions in both English and the target language.
• Utilizes the CRM system to qualify and manage all necessary loan product leads (excluding GAP and debt protection products). Converts qualified leads into opportunities by assessing member needs, documenting all interactions, and tracking progress toward closing.
• Collects required member documentation via secure channels. Reviews and verifies the accuracy and completeness of all submitted materials, ensuring compliance with underwriting and company requirements.
• Generates loan contracts and related sales agreements, prepares closing packages, and facilitates execution through electronic or in-branch signings. Ensures all loan documentation is accurate, compliant, and properly filed.
• Conducts 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. Performs other duties as assigned.
• Maintains data integrity in CRM and loan systems by documenting every member interaction, loan stage, and closing action.
• Collaborates with lenders, branch staff, and sales managers to ensure timely and compliant loan processing.
• Adheres strictly to all privacy and data security standards in the handling of PII.
• Provides consistent communication and updates to members throughout the loan cycle.
• Supports departmental goals related to compliance accuracy, administrative quality, and sales performance.

Qualifications

What You Will 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 and periodic re-screening during employment, in accordance with company policy and applicable law

Why AAA Northeast

Career Growth

With ongoing world‑class training and proven career paths, you'll have the opportunity to develop expertise and advance your career within AAA Northeast.

Trusted Legacy

With over 120 years of service excellence, we have a long track record of protecting our members as well as our employees and their families.

Future‑Focused

With new business offerings and increasing digital presence, we are focused on innovating for the future to sustain our success.

What We Offer

• Award-Winning: We’ve been named as a Top Employer for the last 7 years
• Health Coverage: Medical coverage with employer contributions covering up to 93% of the premium cost, plus dental and vision options.
• Retirement: 6% company match on 401(k) retirement plan contribution, with contributions fully vested and made every pay period
• Paid Time off: 3 weeks’ vacation, 12 holidays, 8 sick days, 48 hours of volunteer time annually
• Additional Perks: Free AAA membership, insurance discounts, travel commission refund, up to $625 in Wellness Incentives, up to $6k in tuition reimbursement, and more!
• Compensation: Competitive base pay, annual bonus opportunities, and for certain roles, additional monthly and/or quarterly incentive compensation. The posted salary range represents the full range grade for this role, with individual pay based on job‑related skills, experience, shift, and geographic location.

At AAA Northeast, how we work together matters. We are a highly collaborative organization that values connection, transparency, and trust. Our “cameras on” approach during virtual meetings reflects our expectation that team members are present, engaged and actively participating, helping to build strong working relationships and a sense of shared accountability, no matter where we’re located.

We are also proud of our diverse culture, shaped by the talents, experiences, and perspectives of our employees.

AAA Northeast is an equal opportunity employer and is committed to fair and equitable practices in recruiting, hiring, and advancement.

We do not discriminate based on race, color, creed or religion, national origin, sex, age, sexual orientation, veteran status, gender identity or expression, disability, genetic information, marital status, pregnancy, or membership in any other protected class.

We thrive when our team members bring their whole selves to work.