Financial Services Representative
$31,200–$39,520 year
On-siteTahlequah, Oklahoma, United States
Job Summary
Drive loan sales by taking applications, explaining terms, and closing deals while conducting substantial daily outbound calling for collections, follow-ups, and new business. Manage delinquent accounts by securing payments and arrange contact with borrowers to identify additional financial product opportunities. Prepare individual tax returns, gather documentation, and assist customers in person with loan applications, payments, and issue resolution. Process payments, update accounts, and maintain accurate, compliant records in company systems. Handle cash, complete bank runs for deposits, and ensure all activity adheres to regulatory policies.
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
- Professionalism, adaptability, collaboration, and multitasking
- Ability to 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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