Financial Service Rep: Customer Care & Loans

Heights Finance Corporation; Tyler (TX); On-site; USD 43,697,000 - 62,323,000; Full time

Benefits offered by this job

Paid Time Off

Medical, Dental, Vision

401(k) with company match

Tuition Reimbursement

Leadership Development Programs

Monthly Bonus Program

Job summary

Heights Finance Corporation in Tyler, TX is hiring a Financial Service Representative to deliver exceptional customer service and guidance through loan processes. You will build lasting relationships while meeting company standards and regulatory requirements.

The role offers a full-time schedule, on-site work, and opportunities for career growth, with benefits from day one and a structured training program to expand your knowledge in consumer finance.

Qualifications

• Customer focus to help customers with loan processes and financial products.
• Sales mindset to educate customers on products and identify upsell opportunities.
• Strong communication skills for clear, professional interactions and rapport building.
• Problem-solving ability to handle customer challenges and find effective solutions.
• Adaptability to learn new systems, processes, and regulatory requirements.
• Team player mentality to collaborate with colleagues and support shared goals.

Responsibilities

• Deliver Exceptional Service: Provide outstanding support to both new and existing customers through the loan process with care and professionalism.
• Drive Sales Growth: Use consultative techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
• Engage Customers: Manage inbound calls and make proactive outbound calls to attract new business and promote offerings.
• Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
• Learn and Grow: Participate in a hands-on training program with mentoring to build skills and confidence.
• Ensure Compliance: Follow regulatory guidelines and company policies to protect customer information and assets.

Skills

Customer Focus

Sales Mindset

Strong Communication

Problem-Solving Skills

Adaptability

Team Player

Education

High School diploma or equivalent

Job description

Heights Finance Corporation in Tyler, TX is hiring a Financial Service Representative to deliver exceptional customer service and guidance through loan processes. You will build lasting relationships while meeting company standards and regulatory requirements.

The role offers a full-time schedule, on-site work, and opportunities for career growth, with benefits from day one and a structured training program to expand your knowledge in consumer finance.