4 дня назад
Financial Services Representative (Loans)
15 - 16$
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Financial Services Representative (Loans): Selling and servicing personal loans, managing collections, preparing tax returns, and assisting customers in person with an accent on high-volume outreach, compliant documentation, and branch operations. Focus on closing loan sales, resolving delinquent accounts, handling cash and deposits, and meeting performance goals in a fast-paced office environment.
Location: Raymondville, Texas, 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: $15–$16 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
- Take loan applications, explain terms, close loan sales, and promote additional financial products.
- 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 with applications, payments, account questions, 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.
- English and Spanish bilingual ability required.
- Ability to obtain required insurance licensing.
- Experience in sales, customer service, collections, account management, or a similar customer-facing role; strong communication, organization, problem-solving, and basic computer skills.
Nice to have
- Background in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front offices, or similar environments.
Culture & Benefits
- Promote-from-within culture with growth opportunities into leadership.
- 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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