Overstaff Financial Service Representative, Bilingual

World Finance

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

Posted 10/2/2026full-timeAustin • Texas • United StatesLead💰 $17 - $20 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 compliance and record-keeping. Proven ability to manage delinquent accounts and drive business growth through effective communication and problem-solving skills.

Highest-signal resume keywords

Loan SalesCustomer ServiceCollections ManagementTax PreparationBilingual Spanish

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills

Loan ApplicationsTax Returns PreparationPayment ProcessingData EntryAccount Management

Soft Skills

Communication SkillsProblem-Solving SkillsOrganizational Skills

Certifications & Qualifications

Insurance Licensing

Industry Keywords

BankingCollectionsCustomer-Facing ExperienceRetailHospitality

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
Work regular in-person scheduled hours, with occasional extended hours or weekend work
Travel locally to offsite locations and banks as required
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
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
Banking, retail, restaurant, hospitality, collections, call center, insurance, healthcare front office, or similar customer-facing experience preferred
Ability to perform computer work, handle documents, and communicate information effectively
Ability to work in a fast-paced environment with shifting priorities and deadlines
Ability to communicate clearly and professionally in person, by phone, and electronically
Bilingual Spanish

Benefits

Comp & perks

Performance-based bonus opportunities
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
Growth and advancement opportunities
Promote-from-within culture