Financial Sales & Service Representative

Job Details

Job Location:

Plymouth, MA 02360. Position Type:
Full Time. Salary Range: $22.55 - $26.00 Per Hour. Job Shift: 1st Shift. Job Category:
Lending. Eligible applicants must live within a commutable distance to our Plymouth, MA branch location. This position is a hybrid role, spending 3 days onsite and 2 days remote, with required high speed internet access.

The Financial Services Representative guides members through the complete loan process—from initial qualification to closing and post‑funding follow‑up. The role is highly administrative and compliance‑driven, handling sensitive personal and financial data (PII), verifying documents, and maintaining accurate records. The Representative uses the organization’s CRM to qualify leads for all loan products (excluding GAP and debt protection), converting them into opportunities, and manages the entire transaction from contract generation to final execution.

• Manage inbound loan inquiries and provide accurate information on consumer loan products and services. For bilingual roles, perform these functions in both English and the target language.
• Utilize the CRM to qualify and manage all loan product leads, converting qualified leads into opportunities by assessing member needs, documenting interactions, and tracking progress toward closing.
• Collect required member documentation via secure channels, review 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, ensuring documentation is accurate, compliant, and properly filed.
• Conduct post‑closing follow‑up to confirm all required documentation has been received, additional obligations are met, and the member experience remains positive throughout the process.
• Maintain data integrity in CRM and loan systems, 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 all privacy and data security standards in 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 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.

• Health coverage with employer contributions covering up to 93% of the premium cost, plus dental and vision options.
• Six percent company match on 401(k) retirement plan 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 $6,000 in tuition reimbursement.
• Competitive base pay, annual bonus opportunities, and for certain roles, additional monthly and/or quarterly incentive compensation.

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.