Financial Services Representative // In Office // $18 - FORT COLLINS, Colorado | CareerCircle
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Financial Services Representative // In Office // $18

Aston Carter


Posting ID: JP-002661530

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Financial Services Representative // In Office // $18

Job Description:

  • Review lease and loan documents to ensure requirements are met for credit approval.
  • Work with brokers
  • Prepare transactions for funding, which includes data entry responsibilities and requires a high attention to detail. This position requires the use of a number of different programs on the computer simultaneously.
  • Reach out to state agencies to verify there are no blanket liens on equipment
  • Submit title paperwork and packages
  • Call borrower to explain loan - payments, advanced payments, fee's/taxes
  • Follow file through cue and follow-up with customers via phone/email


  • Minimum of 1 year of financial services experience
  • Customer service experience
  • Ability to proficiently use a number of different software programs simultaneously including Microsoft Excel and Outlook.

About Aston Carter:

At Aston Carter, we’re dedicated to expanding career opportunities for the skilled professionals who power our business. Our success is driven by the talented, motivated people who join our team across a range of positions – from recruiting, sales and delivery to corporate roles. As part of our team, employees have the opportunity for long-term career success, where hard work is rewarded and the potential for growth is limitless.

Established in 1997, Aston Carter is a leading staffing and consulting firm, providing high-caliber talent and premium services to more than 7,000 companies across North America. Spanning four continents and more than 200 offices, we extend our clients’ capabilities by seeking solvers and delivering solutions to address today’s workforce challenges. For organizations looking for innovative solutions shaped by critical-thinking professionals, visit Aston Carter is a company within Allegis Group, a global leader in talent solutions.

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

If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please call 888-237-6835 or email for other accommodation options. However, if you have questions about this position, please contact the Recruiter located at the bottom of the job posting. The Recruiter is the sole point of contact for questions about this position.

Contact Information

Recruiter: Carly Babetch

Phone: +13032244547


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