Financial Services Representative

TEKsystems; Apple Valley (MN); Hybrid; USD 28,929 - 39,950; Full time

Benefits offered by this job

Medical, dental & vision

401(k) Retirement Plan

Life Insurance

Job summary

TEKsystems is seeking a detail-oriented Commercial Lending Operations Assistant in Minneapolis, MN on a 6-month contract. Hybrid schedule with three onsite days and two remote days after training.

You will organize loan documents, support post‑closing tasks, update servicing records, and assist with daily operations while ensuring accuracy and timely processing.

Required: at least 1 year of banking or loan operations experience, strong organizational skills, and proficiency with Microsoft Office.

Qualifications

• 1 year banking or loan operations experience.
• Experience with financial/loan documentation (real estate titles, lien releases, insurance docs).
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Proficient in MS Office and data entry systems.
• Excellent written and verbal communication skills.

Responsibilities

• Provide administrative and clerical support to the Commercial Lending Operations team.
• Assist with daily operational tasks and special projects to manage workload.
• Organize, maintain, and file loan documentation and related records.
• Ensure loan files and customer records are complete and up to date.
• Track post-closing items and escalate missing documentation as needed.
• Support loan payoff activities and record retention.
• Communicate with insurance agents to obtain updated certificates.
• Update loan servicing systems with current information.

Skills

Organizational skills

Multitasking

Microsoft Office

Written and verbal communication

Tools

Microsoft Office

Job description

Commercial Lending Operations Assistant

Location: Minneapolis, MN (Hybrid)

Duration: 6-Month Contract

Schedule: Hybrid (3 days onsite, 2 days remote after training)

Pay Rate: $25.00/hour

About the Opportunity

We are seeking a detail-oriented Commercial Lending Operations Assistant to provide administrative and clerical support within a fast-paced lending operations environment. This position is ideal for candidates with banking experience who enjoy working with financial documentation, loan records, and operational processes that support commercial lending activities.

This role offers an excellent opportunity to gain hands‑on experience in commercial lending operations while contributing to a collaborative and growth-focused team.

Key Responsibilities

• Provide administrative and clerical support to the Commercial Lending Operations team.
• Assist with daily operational tasks and special projects to help manage team workload.
• Organize, maintain, and file loan documentation, financial statements, and related records.
• Ensure loan files and customer records are complete, accurate, and up to date.
• Track and follow up on outstanding post-closing items, including titles, recorded documents, insurance information, and searches.
• Escalate missing or delayed documentation as needed to support timely resolution.
• Support loan payoff activities, including lien releases, satisfactions, and account closures.
• Maintain payoff documentation and ensure proper record retention.
• Communicate with insurance agents to obtain updated insurance certificates.
• Update loan servicing systems and records with current insurance information.
• Assist in maintaining compliance and accuracy of loan documentation and servicing records.
• Provide additional support during periods of increased workload, employee absences, and special initiatives.

Required Qualifications

• Minimum of 1 year of banking experience, preferably within commercial lending or loan operations.
• At least 1 year of experience working with financial or loan-related documentation, including one or more of the following:
  • Real estate titles
  • Lien releases
  • Insurance documentation
  • Post-closing activities
  • Loan documentation
• Strong organizational skills and attention to detail.
• Ability to manage multiple priorities and meet deadlines.
• Proficiency with Microsoft Office and data entry systems.
• Excellent written and verbal communication skills.

Preferred Qualifications

• Experience supporting commercial loan servicing or operations teams.
• Familiarity with loan documentation processes and post-closing requirements.
• Experience working with insurance tracking and collateral documentation.

Work Environment

• Initial onboarding period requires working onsite Monday through Friday to become familiar with systems, processes, and team members.
• Following onboarding, employees will work a hybrid schedule consisting of three days onsite and two days remote.
• Onsite schedules may rotate based on team coverage needs.

Job Type & Location

This is a Contract position based out of Apple Valley, MN.

Pay and Benefits

The pay range for this position is $25.00 - $25.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• 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)

Workplace Type

This is a hybrid position in Apple Valley,MN.

Application Deadline

This position is anticipated to close on Aug 6, 2026.

The company is an equal opportunity employer and will consider all applications without regards to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

San Francisco Fair Chance Ordinance: Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

Massachusetts Lie Detector: It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

Use of Artificial Intelligence (AI): We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.