Financial Services Representative
$37,440–$41,600 year
On-siteIndependence, Missouri, United States
Job Summary
Drive and close loan sales by taking applications, explaining terms, and securing payments for delinquent accounts. Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation. Manage approved, pending, and former borrowers to drive loan volume while preparing individual tax returns and assisting customers in person with payments and issue resolution. Process payments, account updates, and tax documentation in company systems, maintaining accurate and compliant records including credit denial letters. Handle cash, complete required bank runs for deposits, and balance all activities while meeting performance goals across sales, collections, and tax 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
- Regular in-person attendance during scheduled work hours
- Occasional extended hours or weekend work
- Ability to perform computer work, handle documents, and communicate information effectively
- Fast paced environment with shifting priorities and deadlines; requires professionalism, adaptability, collaboration, and multitasking
- Frequent interaction with customers and coworkers; must communicate clearly and professionally in person, by phone, and electronically
- Occasional local travel to offsite locations and banks as required for business purposes
Desired Qualifications
- Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles
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