Financial Services Representative (Temporary)
$31,200–$33,280 year
On-siteGainesville, Texas, United States
Gainesville, Texas, United StatesOn-siteFull Time$31,200–$33,280 yearLarge
Full TimeLarge
Job Summary
Drive loan sales, manage past-due accounts, and prepare tax returns by conducting daily outbound calling, including high-volume collection activity, and meeting with customers in person. Secure payments and set arrangements for delinquent accounts while closing loans and identifying opportunities for additional financial products. Prepare individual tax returns, gather documentation, and assist customers with loan applications and issue resolution. Process payments, update accounts, and maintain accurate records in compliance with policies. This temporary role requires handling challenging conversations and meeting performance goals across sales, collections, and branch operations.
Required Qualifications
- High school diploma or equivalent
- Valid driver's license, reliable transportation, and current insurance
- Ability to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation
- Ability to obtain required insurance licensing
- Experience in sales, customer service, collections, or account management with measurable results
- Proven ability to handle high-volume calls and difficult customer conversations
- Track record of meeting or exceeding goals in a fast-paced environment
- Strong communication, problem-solving, and organizational skills
- Basic computer skills with accurate and consistent data entry
- Ability to perform computer work, handle documents, and communicate information effectively
- Ability to perform occasional light lifting, pushing, or pulling of office materials (generally up to 30 pounds)
- Ability to communicate clearly and professionally in person, by phone, and electronically
- Ability to handle challenging conversations
- Ability to manage a fast-paced workload
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to thrive in a high-volume, phone-intensive environment
- Ability to secure payments and set payment arrangements for delinquent accounts
- Ability to drive loan volume and identify opportunities for additional financial products and services
- Ability to prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations
- Ability to assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution
- Ability to process payments, account updates, tax-related documentation, and document all activity in company systems
- Ability to maintain accurate and compliant records, including timely credit denial letters and required tax documentation
- Ability to handle and balance cash, and complete required bank runs to deliver deposits
- Ability to follow company policies, procedures, and regulatory requirements
- Ability to complete required training and meet performance expectations for sales, collections, tax preparation, and account management
- Ability to obtain required insurance licensing
- Ability to communicate clearly and professionally in person, by phone, and electronically
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment with shifting priorities and deadlines
- Ability to demonstrate professionalism, adaptability, collaboration, and multitasking
- Ability to perform general office upkeep to maintain a professional environment
- Ability to travel locally to offsite locations and banks as required for business purposes
- Ability to work occasional extended hours or weekend work
- Ability to stand, bend, reach, and move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
- Ability to assist customers with tax-related questions
- Ability to comply with company policies and applicable regulations
- Ability to maintain accurate and compliant records
- Ability to issue timely credit denial letters
- Ability to document activity in company systems
- Ability to process payments
- Ability to update accounts
- Ability to resolve issues
- Ability to explain terms
- Ability to ask for business
- Ability to take applications
- Ability to conduct substantial daily outbound customer outreach
- Ability to manage delinquent accounts
- Ability to contact approved, pending, and former borrowers
- Ability to identify opportunities for additional financial products and services
- Ability to work directly with customers to meet financial needs
- Ability to drive loan sales
- Ability to manage past-due accounts
- Ability to prepare tax returns
- Ability to work in a high-volume, phone-intensive environment
- Ability to handle challenging conversations
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to manage a fast-paced workload
- Ability to communicate clearly and professionally
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment
- Ability to demonstrate professionalism
- Ability to demonstrate adaptability
- Ability to demonstrate collaboration
- Ability to demonstrate multitasking
- Ability to perform general office upkeep
- Ability to travel locally
- Ability to work occasional extended hours
- Ability to work weekends
- Ability to stand
- Ability to bend
- Ability to reach
- Ability to move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
- Ability to assist customers with tax-related questions
- Ability to comply with company policies and applicable regulations
- Ability to maintain accurate and compliant records
- Ability to issue timely credit denial letters
- Ability to document activity in company systems
- Ability to process payments
- Ability to update accounts
- Ability to resolve issues
- Ability to explain terms
- Ability to ask for business
- Ability to take applications
- Ability to conduct substantial daily outbound customer outreach
- Ability to manage delinquent accounts
- Ability to contact approved, pending, and former borrowers
- Ability to identify opportunities for additional financial products and services
- Ability to work directly with customers to meet financial needs
- Ability to drive loan sales
- Ability to manage past-due accounts
- Ability to prepare tax returns
- Ability to work in a high-volume, phone-intensive environment
- Ability to handle challenging conversations
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to manage a fast-paced workload
- Ability to communicate clearly and professionally
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment
- Ability to demonstrate professionalism
- Ability to demonstrate adaptability
- Ability to demonstrate collaboration
- Ability to demonstrate multitasking
- Ability to perform general office upkeep
- Ability to travel locally
- Ability to work occasional extended hours
- Ability to work weekends
- Ability to stand
- Ability to bend
- Ability to reach
- Ability to move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
- Ability to assist customers with tax-related questions
- Ability to comply with company policies and applicable regulations
- Ability to maintain accurate and compliant records
- Ability to issue timely credit denial letters
- Ability to document activity in company systems
- Ability to process payments
- Ability to update accounts
- Ability to resolve issues
- Ability to explain terms
- Ability to ask for business
- Ability to take applications
- Ability to conduct substantial daily outbound customer outreach
- Ability to manage delinquent accounts
- Ability to contact approved, pending, and former borrowers
- Ability to identify opportunities for additional financial products and services
- Ability to work directly with customers to meet financial needs
- Ability to drive loan sales
- Ability to manage past-due accounts
- Ability to prepare tax returns
- Ability to work in a high-volume, phone-intensive environment
- Ability to handle challenging conversations
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to manage a fast-paced workload
- Ability to communicate clearly and professionally
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment
- Ability to demonstrate professionalism
- Ability to demonstrate adaptability
- Ability to demonstrate collaboration
- Ability to demonstrate multitasking
- Ability to perform general office upkeep
- Ability to travel locally
- Ability to work occasional extended hours
- Ability to work weekends
- Ability to stand
- Ability to bend
- Ability to reach
- Ability to move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
- Ability to assist customers with tax-related questions
- Ability to comply with company policies and applicable regulations
- Ability to maintain accurate and compliant records
- Ability to issue timely credit denial letters
- Ability to document activity in company systems
- Ability to process payments
- Ability to update accounts
- Ability to resolve issues
- Ability to explain terms
- Ability to ask for business
- Ability to take applications
- Ability to conduct substantial daily outbound customer outreach
- Ability to manage delinquent accounts
- Ability to contact approved, pending, and former borrowers
- Ability to identify opportunities for additional financial products and services
- Ability to work directly with customers to meet financial needs
- Ability to drive loan sales
- Ability to manage past-due accounts
- Ability to prepare tax returns
- Ability to work in a high-volume, phone-intensive environment
- Ability to handle challenging conversations
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to manage a fast-paced workload
- Ability to communicate clearly and professionally
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment
- Ability to demonstrate professionalism
- Ability to demonstrate adaptability
- Ability to demonstrate collaboration
- Ability to demonstrate multitasking
- Ability to perform general office upkeep
- Ability to travel locally
- Ability to work occasional extended hours
- Ability to work weekends
- Ability to stand
- Ability to bend
- Ability to reach
- Ability to move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
- Ability to assist customers with tax-related questions
- Ability to comply with company policies and applicable regulations
- Ability to maintain accurate and compliant records
- Ability to issue timely credit denial letters
- Ability to document activity in company systems
- Ability to process payments
- Ability to update accounts
- Ability to resolve issues
- Ability to explain terms
- Ability to ask for business
- Ability to take applications
- Ability to conduct substantial daily outbound customer outreach
- Ability to manage delinquent accounts
- Ability to contact approved, pending, and former borrowers
- Ability to identify opportunities for additional financial products and services
- Ability to work directly with customers to meet financial needs
- Ability to drive loan sales
- Ability to manage past-due accounts
- Ability to prepare tax returns
- Ability to work in a high-volume, phone-intensive environment
- Ability to handle challenging conversations
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to manage a fast-paced workload
- Ability to communicate clearly and professionally
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment
- Ability to demonstrate professionalism
- Ability to demonstrate adaptability
- Ability to demonstrate collaboration
- Ability to demonstrate multitasking
- Ability to perform general office upkeep
- Ability to travel locally
- Ability to work occasional extended hours
- Ability to work weekends
- Ability to stand
- Ability to bend
- Ability to reach
- Ability to move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
- Ability to assist customers with tax-related questions
- Ability to comply with company policies and applicable regulations
- Ability to maintain accurate and compliant records
- Ability to issue timely credit denial letters
- Ability to document activity in company systems
- Ability to process payments
- Ability to update accounts
- Ability to resolve issues
- Ability to explain terms
- Ability to ask for business
- Ability to take applications
- Ability to conduct substantial daily outbound customer outreach
- Ability to manage delinquent accounts
- Ability to contact approved, pending, and former borrowers
- Ability to identify opportunities for additional financial products and services
- Ability to work directly with customers to meet financial needs
- Ability to drive loan sales
- Ability to manage past-due accounts
- Ability to prepare tax returns
- Ability to work in a high-volume, phone-intensive environment
- Ability to handle challenging conversations
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to manage a fast-paced workload
- Ability to communicate clearly and professionally
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment
- Ability to demonstrate professionalism
- Ability to demonstrate adaptability
- Ability to demonstrate collaboration
- Ability to demonstrate multitasking
- Ability to perform general office upkeep
- Ability to travel locally
- Ability to work occasional extended hours
- Ability to work weekends
- Ability to stand
- Ability to bend
- Ability to reach
- Ability to move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
- Ability to assist customers with tax-related questions
- Ability to comply with company policies and applicable regulations
- Ability to maintain accurate and compliant records
- Ability to issue timely credit denial letters
- Ability to document activity in company systems
- Ability to process payments
- Ability to update accounts
- Ability to resolve issues
- Ability to explain terms
- Ability to ask for business
- Ability to take applications
- Ability to conduct substantial daily outbound customer outreach
- Ability to manage delinquent accounts
- Ability to contact approved, pending, and former borrowers
- Ability to identify opportunities for additional financial products and services
- Ability to work directly with customers to meet financial needs
- Ability to drive loan sales
- Ability to manage past-due accounts
- Ability to prepare tax returns
- Ability to work in a high-volume, phone-intensive environment
- Ability to handle challenging conversations
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to manage a fast-paced workload
- Ability to communicate clearly and professionally
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment
- Ability to demonstrate professionalism
- Ability to demonstrate adaptability
- Ability to demonstrate collaboration
- Ability to demonstrate multitasking
- Ability to perform general office upkeep
- Ability to travel locally
- Ability to work occasional extended hours
- Ability to work weekends
- Ability to stand
- Ability to bend
- Ability to reach
- Ability to move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
- Ability to assist customers with tax-related questions
- Ability to comply with company policies and applicable regulations
- Ability to maintain accurate and compliant records
- Ability to issue timely credit denial letters
- Ability to document activity in company systems
- Ability to process payments
- Ability to update accounts
- Ability to resolve issues
- Ability to explain terms
- Ability to ask for business
- Ability to take applications
- Ability to conduct substantial daily outbound customer outreach
- Ability to manage delinquent accounts
- Ability to contact approved, pending, and former borrowers
- Ability to identify opportunities for additional financial products and services
- Ability to work directly with customers to meet financial needs
- Ability to drive loan sales
- Ability to manage past-due accounts
- Ability to prepare tax returns
- Ability to work in a high-volume, phone-intensive environment
- Ability to handle challenging conversations
- Ability to meet performance goals across sales, collections, tax services, and branch operations
- Ability to manage a fast-paced workload
- Ability to communicate clearly and professionally
- Ability to handle documents
- Ability to communicate information effectively
- Ability to work in a fast paced environment
- Ability to demonstrate professionalism
- Ability to demonstrate adaptability
- Ability to demonstrate collaboration
- Ability to demonstrate multitasking
- Ability to perform general office upkeep
- Ability to travel locally
- Ability to work occasional extended hours
- Ability to work weekends
- Ability to stand
- Ability to bend
- Ability to reach
- Ability to move throughout the office
- Ability to handle cash
- Ability to deliver deposits
- Ability to prepare tax returns
- Ability to gather and review required documentation
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