5 дней 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 collections, preparing tax returns, and assisting customers with financial services in an office-based branch role with an accent on high-volume customer outreach, cash handling, and regulatory compliance. Focus on balancing sales, delinquent account management, tax documentation, and in-person customer support while meeting branch performance expectations.
Location: Forest Park, Georgia, United States. Office-based role with regular in-person attendance, occasional local travel to banks and offsite locations, and possible extended hours or weekend work.
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 presenting additional financial products and services.
- Conduct high-volume outbound calls for collections, application follow-up, tax services, and new business generation.
- Manage delinquent accounts, secure payments, and arrange payment plans.
- Prepare individual tax returns, review documentation, and answer tax-related questions.
- Assist customers in person with applications, payments, account questions, tax services, and issue resolution.
- Process payments and records, balance cash, complete bank runs, and maintain compliant documentation.
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.
- Ability to handle high-volume calls, difficult customer conversations, shifting priorities, and performance targets.
- Strong communication, problem-solving, organizational, computer, and accurate data-entry skills.
Nice to have
- Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.
Culture & Benefits
- Promote-from-within culture with growth opportunities into leadership roles.
- Performance-based bonus opportunities tied to individual and branch results.
- Medical, dental, vision, life insurance, long-term disability, and free mental health support.
- 401(k) with company match, paid holidays, and vacation time.
- Paid volunteer time, predictable schedules, and a focus on work-life balance.
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