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2 дня назад

Financial Services Representative (Fintech)

15 - 18$
Формат работы
onsite
Тип работы
fulltime
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
Для мэтча и отклика нужен Plus

Мэтч & Сопровод

Для мэтча с этой вакансией нужен Plus

Описание вакансии

Текст:
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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

hirify.global 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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