Financial Service Rep: Customer Care & Upsell Expert

LendDirect Corp.; Pekin (IL); Hybrid; USD 47,996,000 - 66,621,000; Full time

Benefits offered by this job

Paid Time Off

Medical Insurance

Dental Insurance

Vision Insurance

401(k) with company match

Employee Assistance Program

Emergency Relief Fund

Tuition Reimbursement

Leadership Development

Job summary

Heights Finance in Pekin, IL is seeking a Financial Service Representative to join our customer‑centric team. You will deliver outstanding service, guide customers through loan processes, and build lasting relationships in a fast‑paced environment.

Ideal candidates are customer‑focused with a sales mindset and strong communication skills. Training is provided, with growth opportunities across Attain Finance brands.

Qualifications

• Customer-focused, eager to learn and grow in a fast-paced team.
• Excellent communication\(verbal and written\) skills.
• Willingness to learn new systems and processes.
• Experience in customer service or sales is preferred but not required.

Responsibilities

• Deliver exceptional service to new and existing customers during loan processes.
• Drive sales growth through consultative upselling and cross-selling.
• Engage customers via inbound calls and proactive outbound outreach.
• Support delinquency management by offering solutions and pathways to resolution.
• Participate in hands-on training with mentoring to build skills.
• Follow regulatory guidelines to protect customer information and assets.

Skills

Customer Focus

Sales Mindset

Strong Communication

Problem-Solving Skills

Adaptability

Team Player

Educational Background

Education

High School diploma or equivalent

Job description

Heights Finance in Pekin, IL is seeking a Financial Service Representative to join our customer‑centric team. You will deliver outstanding service, guide customers through loan processes, and build lasting relationships in a fast‑paced environment.

Ideal candidates are customer‑focused with a sales mindset and strong communication skills. Training is provided, with growth opportunities across Attain Finance brands.