Growth-Focused Financial Service Representative

LendDirect Corp.; Fort Worth (TX); On-site; USD 25,000 - 35,000; 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 is seeking a Financial Service Representative in Fort Worth, TX to deliver exceptional customer service and guide clients through loan processes from start to finish. Join a team that values growth, training, and advancement within the Attain Finance family.

The role emphasizes a strong customer focus, a sales mindset, and the ability to communicate clearly while learning the nuances of consumer finance.

Qualifications

• Customer-focused approach to deliver top-tier service.
• Sales-minded with ability to upsell and cross-sell.
• Excellent verbal and written communication.
• Willingness to learn and adapt in a fast-paced environment.

Responsibilities

• Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
• Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
• Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our 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 one‑on‑one mentoring to build your skills and confidence.
• Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.

Skills

Customer focus

Sales mindset

Communication skills

Problem solving

Adaptability

Team player

Education

High school diploma or equivalent

College coursework or degree preferred

Job description

Heights Finance is seeking a Financial Service Representative in Fort Worth, TX to deliver exceptional customer service and guide clients through loan processes from start to finish. Join a team that values growth, training, and advancement within the Attain Finance family.

The role emphasizes a strong customer focus, a sales mindset, and the ability to communicate clearly while learning the nuances of consumer finance.