Financial Sales & Service Representative

Job Details

Job Location:

Franklin, MA 02038
Position Type:
Full Time
Salary Range: $22.55 - $26.00 Hourly

Job Shift: 1st Shift
Job Category:
Lending
Eligible applicants must live within a commutable distance to the Franklin, MA branch. This position is hybrid: 3 days onsite, 2 days remote. Work-from-home requirements include high‑speed internet.

Hours:

8:45am‑5:15pm, every 4th Saturday 9:00am‑1:00pm (in office).

• Manage inbound loan inquiries and provide accurate information on consumer loan products and services.
• Utilize the CRM to qualify and manage loan product leads, converting qualified leads into opportunities.
• Collect required member documentation via secure channels and verify accuracy and completeness to meet underwriting and company requirements.
• Generate loan contracts and related sales agreements, prepare closing packages, and facilitate execution through electronic or in‑branch signings.
• Conduct follow‑up after closing to confirm receipt of all documentation and that members meet lender obligations.
• Maintain data integrity in CRM and loan systems by documenting every member interaction, loan stage, and closing action.
• Collaborate with lenders, branch staff, and sales managers to ensure timely and compliant loan processing.
• Adhere strictly to privacy and data security standards when handling PII.
• Provide consistent communication and updates to members throughout the loan cycle.
• Support departmental goals related to compliance accuracy, administrative quality, and sales performance.

• High School Diploma required.
• 1–2 years of 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.

• Compensation: Competitive base pay, annual bonus opportunities, and for certain roles, additional monthly and/or quarterly incentive compensation.
• 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, fully vested and paid 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.
• Salary range represents the full range grade for this role, with individual pay based on job‑related skills, experience, shift, and geographic location.

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.