Financial Services Representative
$31,200–$37,440 year
On-siteTexas City, Texas, 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. Prepare individual tax returns, gather documentation, and assist customers in person with loan applications and issue resolution. Process payments, update accounts, and maintain accurate, compliant records in company systems while handling cash deposits and bank runs. Manage a fast-paced workload involving high-volume phone calls, challenging conversations, and meeting performance goals across sales, collections, and tax services.
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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