2 дня назад
Financial Services Representative (Fintech)
15 - 18$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Financial Services): Managing loan sales, collections, tax preparation, and customer account services in a branch environment with an accent on bilingual English-Spanish communication, high-volume customer outreach, and regulatory compliance. Focus on closing loan applications, securing delinquent payments, preparing tax returns, balancing cash, and maintaining accurate financial records.
Location: McKinney, Texas; office-based role with regular in-person attendance required
Salary: $15–$18 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 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 establish payment arrangements.
- Prepare individual tax returns, review documentation, and assist customers with tax-related questions.
- Provide in-person support for loan applications, payments, account questions, tax services, and issue resolution.
- Process payments, balance cash, complete bank runs, and maintain accurate records in company systems.
Requirements
- English and Spanish bilingual proficiency required.
- 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, account management, or another customer-facing role, with strong communication, organization, and data-entry skills.
Nice to have
- Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front offices, or similar environments.
- Demonstrated success meeting or exceeding performance goals in a fast-paced setting.
Culture & Benefits
- Promote-from-within culture with opportunities to advance 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.
- Occasional extended hours, weekend work, and local travel may be required based on business needs.
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