Financial Services Representative

World Finance

. Drive and close loan sales by taking applications, explaining terms, and asking for the business .

Posted 11/10/2026full-timeLawrenceville • Georgia • United StatesMid-LevelSenior💰 $15 - $18 per hourWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in loan sales, customer service, and tax preparation, with a strong focus on managing delinquent accounts and driving business growth. Proficient in maintaining accurate records and adhering to regulatory requirements while providing exceptional customer support.

Highest-signal resume keywords

Loan SalesCustomer ServiceCollections ManagementTax PreparationRegulatory Compliance

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ApplicationsTax Return PreparationPayment ProcessingData EntryAccount Management

Soft Skills

Communication SkillsProblem-Solving SkillsOrganizational Skills

Certifications & Qualifications

Insurance Licensing

Industry Keywords

BankingCollectionsCustomer-Facing RolesSalesRetail

About the role

Key responsibilities & impact

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
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
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
Provide regular in-person attendance in an office-based role
Perform occasional local travel to offsite locations and banks
May assist with general office upkeep

Requirements

What you’ll need

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
Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles is preferred
Ability to work regular in-person scheduled hours; occasional extended hours or weekend work may be required

Benefits

Comp & perks

Performance-based bonus opportunities
Strong growth opportunities
Promote-from-within culture
Comprehensive benefits including major medical, dental, vision, life insurance, long-term disability, and free mental health support
401(k) with company match
Paid holidays
Vacation time
Paid volunteer time
Predictable schedules with a focus on time outside of work