Personal Financial Advisor – Loans & Mortgages

Page Mechanical Group, Inc.; Chicago (IL); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Retirement plan

Paid holidays

Paid time off

Job summary

A financial services provider is seeking a member services representative in Chicago, IL. The role involves opening new accounts, handling loan applications, and providing customer support. Candidates should have a high school diploma and ideally 2 years of related experience, including loan granting. Proficiency in Spanish is preferred. A competitive benefits package, including health, dental, and retirement plans, will be offered.

Qualifications

• High School diploma or equivalent is required.
• Minimum of 2 years of related credit union work experience is preferred.
• Minimum 1-year loan granting and collection experience with a financial institution preferred.
• Bi-lingual preferred (Spanish).

Responsibilities

• Open new member accounts.
• Manage consumer loan applications and communicate decisions to members.
• Assist members with payroll deductions and direct deposits.
• Comply with privacy policies to protect sensitive member information.
• Participate in training sessions assigned by management.

Skills

Excellent math skills and basic accounting knowledge

Outstanding verbal and written communication skills

Dependable and possess a strong sense of integrity

Self-motivated and proactive

Detail-oriented with a high level of accuracy

Capability of collaborating effectively with others

Familiarity with credit union practices and regulations

Proficiency in Spanish

Education

High School diploma or equivalent

Bachelor's degree or Associate degree

Minimum 1-year loan granting and collection experience with a financial institution

Job description

A financial services provider is seeking a member services representative in Chicago, IL. The role involves opening new accounts, handling loan applications, and providing customer support. Candidates should have a high school diploma and ideally 2 years of related experience, including loan granting. Proficiency in Spanish is preferred. A competitive benefits package, including health, dental, and retirement plans, will be offered.