Hybrid Financial Services & Loan Specialist
Job in
Plymouth, Plymouth County, Massachusetts, 02360, USA
Listed on 2026-07-30
Listing for:
Aaa-Northeast
Full Time
position Listed on 2026-07-30
Job specializations:
-
Finance & Banking
Banking & Finance, Banking Operations, Financial Sales, Loan Servicing
Job Description & How to Apply Below
AAA Northeast in Plymouth, MA is seeking a Financial Services Representative to guide members through the loan process from qualification to closing and post-funding follow-up.
The role blends administrative precision with a sales component, requiring meticulous handling of personal data and secure documentation through electronic signatures and loan origination systems. You will manage inquiries, verify documents, and maintain CRM data integrity in a fast-paced, compliance-driven environment.
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