Financial Services Representative

Jobtailor; Bluffton (SC); On-site; USD 32,000 - 52,000; Full time

Job summary

Jobtailor in Bluffton, SC seeks a multi-faceted specialist to drive loan sales, conduct outbound outreach for collections and tax services, and manage delinquent accounts. You will prepare tax returns and assist customers in person with applications, payments, and inquiries.

You will balance cash, process deposits, and ensure regulatory compliance while achieving sales and service targets. The role requires strong communication, problem-solving, and organizational skills, with experience in

Qualifications

• High school diploma or equivalent.
• 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.

Responsibilities

• 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

Skills

Loan Sales

Customer Service

Collections Management

High-Volume Call Handling

Account Management

Data Entry

Education

High school diploma or equivalent

Tools

Data Entry

Payment Processing

Job description

• 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

• 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

Core Competencies

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 Sales
• Customer Service
• Tax Preparation
• Collections Management
• High-Volume Call Handling

ATS Optimization Keywords

Hard Skills

• Loan Applications
• Tax Return Preparation
• Payment Processing
• Account Management
• Data Entry

Soft Skills

• Communication Skills
• Problem-Solving Skills
• Organizational Skills

Certifications & Qualifications

• Insurance Licensing

Industry Keywords

• Compliance
• Customer Outreach
• Delinquent Accounts
• Financial Products
• Regulatory Requirements