Commercial Loan Assistant - To 65K - Lombard, IL - Job 3494

Join Advancial Federal Credit Union as a Teller and become a pivotal part of our mission to deliver exceptional customer service and innovative financial solutions to our members. We are proud to be recognized as a Best Company to Work for in Texas and a Best and Brightest Company nationally, which reflects our commitment to our employees and their careers. As a Teller, you will serve as a vital liaison between our members and the Credit Union, ensuring that their daily financial needs are met efficiently. This position involves processing routine transactions, such as deposits, withdrawals, and loan payments, while also promoting a variety of credit union products and services. Key Responsibilities: Cross-sell a wide array of credit union products, including loan and deposit services. Accurately process member transactions, including cash handling and account management. Open new accounts and ensure compliance with policies regarding member eligibility and account procedures. Handle member inquiries and resolve any concerns with professionalism and care. Maintain accurate records and bank documentation, balancing cash drawers at the end of each shift. This exciting opportunity is based at our Richardson Branch, and we look forward to welcoming a dedicated and motivated individual to our team! The salary range for this position is $16.15/hr. - $20.19/hr. and based on relevant experience. Requirements Qualifications: To excel in the role of Teller, candidates should have: A high school diploma or equivalent. At least 6 months of related experience and/or training in a customer service or financial environment. Strong communication skills and a service-oriented approach. The ability to handle multiple tasks efficiently and maintain accuracy under pressure. Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer, committed to diversity and inclusion in the workplace. Benefits EDUCATION and/or EXPERIENCE High School diploma or equivalent; and 6 months related experience and/or training. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

Real Estate Company is seeking an energetic and positive entry level person to joint to the team. Requirements -Full-time position with scheduled week hours (Monday – Friday 9:00am -4:00pm) -Marketing/Leasing -Must be enthusiastic, positive team player willing to learn -Review applications ensuring that they are accurate and legible -Arrange and confirm appointments/ Showing vacant units -Review A/R delinquency reports -Strong organizational skills, ability to prioritize work. -Strong sense of responsibility -Knowledge of computers -Speak Spanish -Experience not necessary

Founded in 1937, Advancial is one of the oldest and largest credit unions in the country. We are an established and proactive full-service financial institution providing personal, convenient and advanced financial services to individuals and select group partners. Our mission is to create lasting value for our members through superior service, quality products, and innovative solutions.   At Advancial, we always strive to provide the best service and products to our members because we love what we do.  We work together to build a culture that promotes a positive employee experience.  We’ve been named a Best Company to Work for in Texas for nine consecutive years and a Best and Brightest Company to Work For nationally and locally because we’re serious about building fulfilling careers and not just day jobs.   We invite you to learn more about this position and what Advancial has to offer by completing our online application.  This position is located in our Frisco Branch.    Serves as liaison between member and the Credit Union.  Provides account information, opens new accounts, handles member's daily credit union needs.  Performs routine transactions, including deposits, withdrawals, cash advances, loan payments, transfer and check cashing.  Interviews loan applicants and processes applications.  Gathers background information and analyzes credit history.    ESSENTIAL DUTIES AND RESPONSIBILITIES Include the following. Other duties may be assigned.   Cross-sells a wide array of credit union products including loan products, deposit products, and electronic services such as CUAnywhere and online banking.     Receives checks and cash for deposit, verifies amount, and examines checks for endorsements.    Cashes checks and pays out money after verification of signatures and member balances.  Places holds on accounts for uncollected funds in accordance with Advancial policies and procedures. Receives and applies payments to Advancial loans, credit card payments and cash advances. Enters customers’ transactions into computer to record transactions and issues computer generated receipts. Maintains thorough knowledge of loan products for effective cross-selling.  Actively assists in loan process such as pulling credit reports, and ensures loan agreements are complete and accurate according to policy.  This includes data entry of member information into Credit Union system as required.  Responsible for maintaining a working knowledge of lending procedures, Credit Union guidelines, Lending Software, and the benefits and features of all loan products.    Balances currency, coin and checks in cash drawer at end of shift and compares totaled amounts with data displayed on computer screen. Processes loans and responds to loan questions. Opens new accounts including;  checking, certificates, money markets and IRA accounts.  Verifies eligibility for new account and processes through ChexSystems prior to opening new accounts.  Processes check orders for members. Responsible for correcting all new account exceptions or transactional errors under Teller Number. Provides account information and handle member's daily credit union needs.  Provides a variety of transaction services to members in the branch and by phone such as balance inquiry, transfer of funds, history information, stop payments or photocopy of check(s), etc.  This includes researching and resolving member concerns. Processes and balances bond redemptions when necessary. Prepares daily checks received for deposit.  This includes balancing, scanning checks, posting general ledgers. Makes copies and files correspondence and other records on a daily basis. Performs miscellaneous duties such as assisting in monitoring supplies and end of day and end of month audit procedures. Opens and closes the branch as needed. The range for this position is $18.12- $22.66/hr. and is based on experience.  Requirements EDUCATION and/or EXPERIENCE High School diploma or equivalent; with one year related experience and/or training; or equivalent combination of education and experience. This position requires the employee to be service-oriented, self-motivated, and to be able to perform a variety of tasks.   Advancial Federal Credit Union is an Affirmative Action and Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability. Equal Employment Opportunity Posters Advancial Federal Credit Union participates in the Electronic Employment Verification process.  Please click here for more information. If you are an individual with a disability and would like to request a reasonable accommodation as part of the employment selection process, please complete the form below. If you’d like to view a copy of the company’s affirmative action plan, please complete this form.

𝐀𝐛𝐨𝐮𝐭 𝐔𝐬 We are a modern bookkeeping & advisory firm using tech-enabled processes to support small businesses. Our lean, growth-focused practice helps entrepreneurs keep clean books, strengthen cash flow, and stay tax-ready. We’re looking for a U.S.-based professional to help build the foundation and grow with us. 𝐑𝐨𝐥𝐞 (𝐏𝐚𝐫𝐭-𝐓𝐢𝐦𝐞 𝐂𝐨𝐧𝐭𝐫𝐚𝐜𝐭𝐨𝐫 𝐭𝐨 𝐒𝐭𝐚𝐫𝐭) You’ll handle early client work (bookkeeping, payroll, tax prep support) and help design workflows for scale. You’ll be the credible voice on client calls and collaborate with offshore support as we expand. 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮’𝐥𝐥 𝐃𝐨 Monthly bookkeeping: QBO/Xero, reconciliations, AR/AP, month-end close Clean-ups & catch-ups; COA design and process fixes Payroll coordination (Gusto/QBO/ADP) and sales-tax filings Assist with business & individual tax prep (Schedule C/1120-S/1065) alongside CPA/EA partners Prep year-end packages; maintain compliance readiness Document SOPs; supervise offshore bookkeepers as team expands Join client onboarding calls; set expectations & reporting cadence 𝐑𝐞𝐪𝐮𝐢𝐫𝐞𝐦𝐞𝐧𝐭𝐬 U.S.-based applicants only (client-facing work) 3+ years bookkeeping/accounting (SMB focus) QuickBooks Online Certification required Clear, professional communication skills Payroll & sales tax knowledge; tax exposure preferred Bonus: experience with Dext/Hubdoc, Gusto, or multi-entity accounting 𝐂𝐨𝐦𝐩𝐞𝐧𝐬𝐚𝐭𝐢𝐨𝐧 1099 contractor: $28–$38/hr DOE (CPA/EA track up to $55/hr) Hours: start at 10–20 hrs/week, grow with client load Incentives: $150 per new recurring client onboarded; bonuses for large clean-ups Path: expand hours or convert to W-2 Client Manager role as MRR grows 𝐏𝐞𝐫𝐤𝐬 Remote flexibility – Remote-Friendly Bookkeeper / Accountant (Part-Time, Flexible) Modern systems, no chaos Chance to help build a firm from the ground up Growth into advisory & tax support work Advancement potential as we expand 𝐓𝐨 𝐀𝐩𝐩𝐥𝐲 Send: 𝟏. Resume/LinkedIn 𝟐. A short intro 𝟑. Brief answers: (a) 𝐘𝐨𝐮𝐫 𝐐𝐁𝐎 𝐬𝐭𝐚𝐜𝐤 (𝐚𝐩𝐩𝐬/𝐭𝐨𝐨𝐥𝐬 𝐮𝐬𝐞𝐝)? (b) 𝐓𝐨𝐮𝐠𝐡𝐞𝐬𝐭 𝐜𝐥𝐞𝐚𝐧-𝐮𝐩 𝐲𝐨𝐮 𝐬𝐨𝐥𝐯𝐞𝐝? (c) 𝐘𝐨𝐮𝐫 𝐦𝐨𝐧𝐭𝐡-𝐞𝐧𝐝 𝐜𝐡𝐞𝐜𝐤𝐥𝐢𝐬𝐭 𝐬𝐭𝐞𝐩𝐬?

The GOVX Member Service Specialist is responsible for ensuring that GOVX members have a seamless and positive experience across all member need touchpoints. You will leverage your expertise in member and customer service, digital platforms, and partner offerings to enhance the overall member needs. Your goal will be to foster member loyalty and drive positive member satisfaction through exceptional service and engagement. Position Type, Expected Hours of Work, Location | 100% In-Office Role  Full-time, non-exempt position.  100% In-Office role, 5 days per week at the GOVX Fulfillment Center in LaVergne, TN. Work schedule may vary depending on volume demands.  This position is not eligible for relocation allowance or visa sponsorship.  Responsibilities  Member Support: Provide prompt and efficient support to members utilizing GOVX platforms. Order Service: Assist with online order inquiries, ensuring accuracy and timely delivery. Issue Resolution: Address member complaints and issues, working to resolve them quickly and effectively. Collaboration: Work with GOVX teams to ensure a cohesive and member-centric approach across all channels. Training: Assist in training new team members with the best experience, best practices and platform use. Vendor Support: Inquiry outreach with GOVX partners. Key Performance Indicators (KPIs) Service Level Achievement: Consistently meets or exceeds defined service level goals, including response time, resolution time, and overall member satisfaction scores. Ticket Accuracy Rate: Maintains a high level of accuracy in resolving member support tickets, ensuring quality, consistency, and alignment with targeted performance goals. Customer Satisfaction (CSAT): Meets customer satisfaction goals, as measured by post-interaction surveys. Project Execution: Completes assigned projects and tasks on time and within budget. Requirements Education: High school diploma minimum with bachelor’s degree or equivalent experience. Experience: 2-4 years of experience in customer service, preferably in an e-commerce setting. Skills: Strong communication and problem-solving skills, proficiency in Microsoft office products: Word, Excel, PowerPoint, Outlook.  Attributes: Member-centric, solution-based mindset, positive attitude, and willingness to learn and adapt in a fast-paced environment. Supervisory Responsibilities  This position will not have supervisory responsibilities.  Travel Requirements  This position will have minimal travel requirements. Work Environment  This job operates in a professional office environment. This role routinely uses standard office equipment such as computers, digital phones, headsets. Physical/Mental Demands  Physical - This is largely a sedentary role.  Mental – Problem solving, making decisions, interpreting data, organizing, reading/writing. Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions. Other Duties Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required for this job. Duties, responsibilities, and activities may change at any time with or without notice.  Benefits Paid Time Off, Paid Sick Leave, Paid Holidays 401(k) plan with discretionary match available Medical, Dental, Vision, and Life Insurance Flexible Spending Account (FSA), Health Savings Account (HSA) Voluntary benefits including Critical Illness, Group Accident, and Voluntary Life Employee Referral Program Collaborative work environment in a modern office, stocked with drinks and snacks. Discounts on the GOVX website Pay Range $17.50 - $21.00 per hour AAP/EEO Statement EOE. Veterans/Disabled.  Reasonable accommodation may be made to enable individuals with disabilities to perform the essential functions.  Position will require successful completion of a background check and drug testing prior to starting employment. About GOVX  Savings for Those Who Serve  GOVX was founded in 2011 to offer exclusive benefits to those who serve our country. The GOVX membership is comprised of current and former members of the United States military, law enforcement, firefighting, medical services, and government personnel. GOVX is dedicated to supporting these communities and to offering unique value to our members, while delivering an authentic platform for brands to reach our growing customer base. As the largest and fastest growing digital platform serving this deserving audience, we are committed to stretching the limits of ecommerce to deliver the best assortment for our members’ on-duty and off-duty needs. 

We are seeking a skilled and detail-oriented Freelance Bookkeeper for a contract position with our real estate team. This role offers a flexible, part-time schedule, with work performed both in a home office and remotely via QuickBooks remote access. The ideal candidate will manage financial operations and occasionally assist with property management tasks.Key Responsibilities:Manage accounts payable and receivable, including bill payments and rent check deposits Reconcile bank statements and credit card transactions Prepare financial reports, including balance sheets and income statements Assist with budgeting and forecasting processes Conduct general ledger reconciliation Support property management tasks as needed, such as tenant communications and maintenance coordination Report financial data to the accountant for tax and compliance purposes Qualifications:Expert proficiency in QuickBooks (remote access experience preferred) Advanced skills in Microsoft Office, particularly Excel Experience with property management software (e.g., AppFolio, Buildium, or equivalent) is highly desired Strong attention to detail and organizational skills Ability to work independently in a hybrid (home office/remote) environment Prior bookkeeping experience in real estate or property management is a plus Requirements:Minimum of 2-3 years of bookkeeping experience Familiarity with real estate financial processes preferred Reliable internet and home office setup for remote work Excellent communication and problem-solving skills Availability for part-time hours (approximately 20-25 hours per week) as a freelance contractor Must provide own equipment and software licenses as needed Contract Details:Independent contractor position, freelance basis Flexible schedule with a mix of in-home office and remote work Compensation based on experience; invoicing required To Apply: Please send your resume, a brief cover letter, and your hourly rate to [insert contact email or application link]. Highlight your experience with QuickBooks, Microsoft Office, and any property management software, as well as your ability to work remotely. We look forward to hearing from you!Equal Opportunity Employer