Financial Services Representative

Financial Services Representative

Now hiring for a Financial Services Representative for a large and growing credit union!

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.

Qualifications:

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

PAY RATE RANGE REQUIREMENTS:

$24$28/hour = Competitive market range

$28$32/hour = If you need someone with direct commercial lending operations experience, loan documentation experience, and the ability to work independently with minimal training

Job Type & Location:

This is a contract position based out of Apple Valley, MN.

Pay and Benefits:

The pay range for this position is $24.00 - $32.00/hr.

Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following:

• 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)

Workplace Type:

This is a hybrid position in Apple Valley, MN.

Application Deadline:

This position is anticipated to close on Aug 13, 2026.