8 часов назад
Financial Services Representative (Loans and Tax Services)
16 - 17$
Вакансия из Hirify Global, списка международных tech-компанийДля мэтча и отклика нужен Plus
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Loans and Tax Services): Driving loan sales, managing delinquent accounts, preparing tax returns, and assisting customers with financial products in an office-based branch role with an accent on sales, collections, and compliant documentation. Focus on handling high-volume customer outreach, securing payments, completing bank runs, and balancing cash while meeting regulatory and performance requirements.
Location: Lithia Springs, Georgia, United States; office-based with regular in-person attendance required
Salary: $16–$17 per hour, based on experience and location, plus performance-based bonus opportunities.
Company
provides personal loans, tax services, and credit-building solutions through more than 1,000 branches across 16 states.
What you will do
- Drive and close loan sales by taking applications, explaining terms, and identifying additional financial product opportunities.
- Conduct high-volume outbound outreach for collections, application follow-up, tax services, and new business generation.
- Manage delinquent accounts by securing payments and arranging payment plans.
- Prepare individual tax returns, review documentation, and answer tax-related questions in line with company policies and regulations.
- Assist customers in person with applications, payments, account questions, tax services, and issue resolution.
- Process payments and documentation, maintain accurate records, balance cash, and complete required bank runs.
Requirements
- High school diploma or equivalent.
- Valid driver’s license, reliable transportation, and current insurance.
- Ability to independently complete bank runs and transport deposits.
- Ability to obtain required insurance licensing.
- Experience in sales, customer service, collections, or account management with measurable results.
- Strong communication, problem-solving, organizational, computer, and accurate data-entry skills.
Nice to have
- Background in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing work.
Culture & Benefits
- Full-time office-based work with predictable schedules and a focus on work-life balance.
- Medical, dental, vision, life insurance, long-term disability coverage, and free mental health support.
- 401(k) with company match, paid holidays, and vacation time.
- Performance-based bonus opportunities and promote-from-within career development.
- Paid volunteer time and a focus on serving local communities.
- Occasional extended hours, weekend work, and local travel to banks or offsite locations may be required.
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