Financial Services Representative

Description

Provide administrative and clerical support to the Commercial Lending Operations team. Assist with day‑to‑day tasks and projects to help manage team workload. Organize and file loan documents, financial statements, and other records. Maintain accurate and complete loan files and customer relationship records. Track and follow up on outstanding post‑closing items, such as titles, recorded documents, and searches. Escalate missing or delayed items to ensure timely resolution.

Support loan payoff activities, including lien releases, satisfactions, and account closures. Ensure payoff documentation is completed, filed, and properly maintained. Follow up with insurance agents to obtain updated insurance certificates. Update loan systems and files with current insurance information. Help ensure loan records are accurate, compliant, and up to date. Provide temporary support during high‑volume periods, employee leaves, and special projects.

Provide your feedback on Biz Chat.

financial services, Customer service, commercial lending

financial services

1+ years of banking exp. required (commercial lending is preferred) 1+ years of working with financial documents including but not limited to - real estate titles, lien releases, insurance, post‑closing, loan documentation

Entry Level

This is a Contract position based out of Saint Paul, MN.

The pay range for this position is $25.00 - $25.00/hr.

• Medical, dental & vision
• Critical Illness, Accident, and Hospital
• 401(k) Retirement Plan – Pre‑tax and Roth post‑tax contributions available
• Life Insurance (Voluntary Life & AD&D for the employee and dependents)
• Short and long‑term disability
• Health Spending Account (HSA)
• Transportation benefits
• Employee Assistance Program
• Time Off/Leave (PTO, Vacation or Sick Leave)

This is a hybrid position in Saint Paul, MN.

This position is anticipated to close on Jul 31, 2026.

The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law.

Pursuant to the San Francisco Fair Chance Ordinance, for all positions located in the city and county of San Francisco, we will consider for employment qualified applicants with arrest and conviction records.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

We may use Artificial Intelligence (AI) to support parts of our hiring process, including sourcing, screening, and evaluating candidates. AI helps assess applications and qualifications, but final decisions are made by our hiring team. By applying, you acknowledge and agree that your application may be reviewed using AI tools.