Overview
Loan and Account Sales Assistant/a/k/a Financial Services Coordinator Jobs in Chicago, Illinois, USA at First Northern Credit Union
Loan and New Account Sales Assistant (a/k/a Financial Services Coordinator)
Join to apply for the Loan and New Account Sales Assistant (a/k/a Financial Services Coordinator) role at First Northern Credit Union.
Position Overview: We are seeking an in-person Administrative Assistant for our Chicago-Loop (Monroe Street) office. This role involves providing sales support, member service, and administrative duties within our Financial Services Department.
Primary Responsibilities:
Provide internal sales support and excellent member service.
Handle multiple communication channels including online, phone, in-person, mail, and fax.
Ensure accuracy and timeliness in reports and projects.
Analyze and report on lending applications and new account onboarding.
Manage member welcome packets, onboarding campaigns, and loan applications.
Prepare disclosures, notices, and follow-up correspondence.
Coordinate online application processes and monitor application queues.
Know First Northern’s banking products and refer members to personal bankers as needed.
Assist in preparing reports and organizing meetings for committees, management, and the board.
Create memos and reports for executive management and assist with administrative tasks.
Qualifications:
Enjoy working with people and possess solid communication skills.
Proficient in Microsoft Office Suite.
High school diploma or equivalent.
Banking/Financial Services experience preferred; bilingual in English/Spanish is a plus.
Additional Details:
Location:
230 W. Monroe St., Ste. 2850, Chicago, IL 60606
Schedule:
Full-time, Monday-Friday, 8:00 a.m. to 5:00 p.m.
Benefits, pay, background, and credit checks are provided. Apply online via the provided link.
Equal Opportunity Employer
We are committed to a drug-free environment and encourage M/F/D/V applicants.
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Title: Loan and Account Sales Assistant/a/k/a Financial Services Coordinator
Company: First Northern Credit Union
Location: Chicago, Illinois, USA
Category: Administrative/Clerical (Office Administrator/ Coordinator), Finance & Banking (Office Administrator/ Coordinator)
