Financial Services Representative

World Finance

Financial Services Representative focused on driving loan sales and managing customer accounts with high-volume outreach. Join a supportive company culture with strong growth opportunities in financial services.

Posted 8/1/2026full-timeBluffton • South Carolina • 🇺🇸 United StatesMid-LevelSenior💰 $15 - $22 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 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 SalesCustomer ServiceTax PreparationCollections ManagementHigh-Volume Call Handling

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Loan ApplicationsTax Return PreparationPayment ProcessingAccount ManagementData Entry

Soft Skills

Communication SkillsProblem-Solving SkillsOrganizational Skills

Certifications & Qualifications

Insurance Licensing

Industry Keywords

ComplianceCustomer OutreachDelinquent AccountsFinancial ProductsRegulatory Requirements

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; 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

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

Benefits

Comp & perks

Comprehensive benefits for all stages of life – Including major medical, dental, vision, life insurance, long-term disability, and free mental health support
Retirement and time off – 401(k) with company match, paid holidays, and vacation time
Community focus – Paid volunteer time and a strong commitment to giving back
Work-life balance – Predictable schedules with a focus on time outside of work
Strong growth opportunities – Many of our leaders, including executives, started in this role
Promote-from-within culture – A large percentage of team members advance into leadership roles
Performance-based earnings – Bonus opportunities tied to branch results