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

First Northern Credit Union; Chicago (IL); On-site; USD 38,000 - 55,000; Full time

Job summary

First Northern Credit Union, a leader in the credit union industry, seeks an in-person Loan & New Account Sales Assistant in Chicago. This full-time role is vital in supporting financial services, providing member service, and managing loan onboarding processes. Ideal candidates will communicate effectively, enjoy working with people, and have a background in banking or financial services. Join a dynamic team at our Chicago-Loop office for a rewarding career with growth opportunities.

Benefits

Great benefits and pay

Drug-free environment

Qualifications

• Enjoy working with people
• Solid communication skills required
• Proficient with Microsoft Office including Outlook, Excel, Word

Responsibilities

• Provide internal sales support and excellent member service.
• Manage loan applications and member onboarding procedures.
• Prepare reports and assist with meeting coordinations.

Skills

Communication

Customer Service

Attention to Detail

Education

High school diploma or equivalent

Tools

Microsoft Office

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 Administrative Assistant 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.
• Prepare monthly reports (including minutes) committee, management, and board meetings.
• Assist in scheduling and preparation for month committee, management, and board meetings.
• Create and distribute inter-office memos and reports on behalf of the executive management unit.
• Assist executive management in the follow-up of tasks as assigned to other staff.
• File miscellaneous materials for the executive management unit.
• Assist other management as time permits or as instructed by the executive managers.
• 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.

Schedule: 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

Job Posted by ApplicantPro