Branch Coverage Specialist — Flexible Financial Services Rep

World Finance

Pflugerville (TX)

On-site

USD 21,000 - 23,000

Full time

7 days ago
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Job summary

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches in Texas. The role assists Branch Managers, delivers exceptional customer service, and helps customers achieve their financial goals.

You’ll process loan applications, handle payments, and balance cash drawers while traveling between branches. The position requires reliable transportation, a valid driver’s license, and adaptability in a fast-paced environment.

Qualifications

  • Demonstrated self-confidence, organization, and adaptability.
  • A history of kindness, compassion, and helping others succeed.
  • Team-oriented approach – willing to pitch in, learn, and lead by example.
  • Basic computer proficiency and comfort learning new systems.
  • Valid driver’s license and access to a dependable vehicle.

Responsibilities

  • 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.
  • Other duties include but are not limited to: 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.

Skills

Customer service
Team player
Adaptability
Problem solving
Valid driver’s license

Tools

Basic computer proficiency

Job description

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches in Texas. The role assists Branch Managers, delivers exceptional customer service, and helps customers achieve their financial goals.

You’ll process loan applications, handle payments, and balance cash drawers while traveling between branches. The position requires reliable transportation, a valid driver’s license, and adaptability in a fast-paced environment.

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