Financial Services Representative

Drive and close loan sales by taking applications, explaining terms, and asking for the business Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment Manage delinquent accounts by securing payments and setting payment arrangements Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution Process payments, account updates, tax-related documentation, and document all activity in company systems Maintain accurate and compliant records, including timely credit denial letters and required tax documentation Handle and balance cash, and complete required bank runs to deliver deposits Follow company policies, procedures, and regulatory requirements Complete required training and meet performance expectations for sales, collections, tax preparation, and account management Requirements High school diploma or equivalent Valid driver's license, reliable transportation, and current insurance Must be able 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 Core Competencies Demonstrates expertise in loan sales, customer service, and tax preparation while maintaining compliance with regulations. Proven ability to manage delinquent accounts and drive business growth through effective communication and problem-solving skills. Highest-signal resume keywords Loan Sales Customer Service Tax Preparation Collections Management High-Volume Call Handling ATS Optimization Keywords Hard Skills Loan Applications Tax Return Preparation Payment Processing Account Management Data Entry Soft Skills Communication Skills Problem-Solving Skills Organizational Skills Certifications & Qualifications Insurance Licensing Industry Keywords Compliance Customer Outreach Delinquent Accounts Financial Products Regulatory Requirements #J-18808-Ljbffr Jobtailor