Loan & New Account Sales Assistant (Financial Services Coordinator)
First Northen Credit Union - Chicago, IL

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If you are interested in working for a leader in the credit union industry, then we are looking for you! First Northern Credit Union is a dynamic company with growth opportunities. Our membership base consists of ComEd/Exelon, Northwestern Memorial Hospital, and Northwestern University employees and students, as well as a 12-county community charter including Evanston and Rockford.

We are currently seeking a Loan & New Account Sales Assistant (a.k.a. Financial Services Coordinator) for our Chicago-Loop branch office.

Primary responsibilities include:

  • Provide internal sales support to the Financial Services Department
  • Provide excellent member service to credit union members and guests
  • Multi-task and receive and complete work through a variety of channels, including online, telephone, in-person, mail, fax, etc.
  • Attention to detail in completing reports, projects, etc. in an accurate and timely manner
  • Analyze, audit, and report on personal bankers’ pending loan applications and new account opening and onboarding (follow-up)
  • Audit, input, and process indirect loan applications and new member welcome packets
  • Prepare and deliver Truth-in-Lending initial disclosures, Adverse Action Notices, withdrawn loan surveys, thank you notes, follow-up letters, etc.
  • Knowledge of First Northern’s consumer/personal banking deposit and loan products and services
  • Basic understanding of First Northern’s credit union operations
  • Refer members to personal bankers for new products and services
  • Administrative, clerical and data entry, filing, mailing, scanning and other duties as assigned

Qualifications include:

  • You must enjoy working with people
  • Solid communication skills are required
  • Proficient with Microsoft Office including Outlook, Excel, Word, etc.
  • High school diploma (or the equivalent)

Financial Services experience is preferred. Bilingual (English/Spanish) is a plus.

Please be advised that First Northern Credit Union conducts background and credit checks for all positions.

Compensation: Starting at $13.82 per hour (full-time, 40 hours per week)

We offer great benefits and pay. If you are interested in this employment opportunity, please apply through the online link provided through this Web site.

Drug-free environment

Indeed - 7 months ago - save job
About this company
At First Northern, we've seen many changes through the decades. But one thing remains: our unwavering commitment to improve the financial...