Bilingual Field Financial Services Rep - Branch Coverage

World Finance; Tulsa (OK); In loco; USD 21.000 - 25.000; Tempo pieno

Vantaggi offerti da questo lavoro

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) with company match

Paid holidays

Vacation time

Volunteer hours

Descrizione del lavoro

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches in the Tulsa area. You will provide onsite service, help customers make responsible financial choices, and assist branch teams in achieving growth goals.

The role requires fluent English and Spanish, cash handling, loan processing, and collaboration with Branch Managers. On-site travel between locations is expected with mileage reimbursement.

Competenze

• Bilingual English/Spanish required.

Mansioni

• Provide onsite support to multiple branches as assigned, filling in for open or short-staffed positions.
• Guide customers toward upward credit mobility through responsible financial choices.
• Deliver top-tier customer service by assisting with questions, concerns, and available products.
• Process and prepare loan applications, documents, and renewals accurately.
• Take and process customer payments.
• Prepare and execute loan closings on current and renewal loans.
• Balance assigned cash drawer daily and ensure all transactions are accurate.
• Complete daily branch bank deposits and, as needed, transport funds to and from the bank.
• Maintain strong customer relationships and represent the company’s values in every branch supported.
• Collaborate with Branch Managers and team members to meet performance goals.
• Calling approved and unmade applications to close loans daily; Supporting tax services and helping build tax clientele; Sending complete and accurate credit denial letters within 30 days from the date of application; Paying branch expenses as instructed by the Branch Manager.

Conoscenze

Bilingual English/Spanish

Descrizione del lavoro

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches in the Tulsa area. You will provide onsite service, help customers make responsible financial choices, and assist branch teams in achieving growth goals.

The role requires fluent English and Spanish, cash handling, loan processing, and collaboration with Branch Managers. On-site travel between locations is expected with mileage reimbursement.