Multibranch Financial Services Pro – Loans & Support

World Finance

Columbia (SC)

Hybrid

USD 21,000 - 25,000

Full time

4 days ago
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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Life insurance
Paid holidays
Paid vacation
401(k) match
Volunteer hours

Job summary

World Finance, a trusted regional lender, seeks an Overstaff Financial Services Representative to support multiple branches. You’ll deliver outstanding customer service, process loan applications, handle deposits, and help branches meet goals.

This role requires mobility across branches, a valid driver’s license, and comfortable use of basic computer systems. Join a growth‑minded team that values care, reliability, and teamwork.

Qualifications

  • Experience delivering excellent customer service in financial services or retail.
  • Ability to work across multiple branches and adapt quickly to changing needs.
  • Strong communication and problem-solving skills in a fast-paced environment.
  • Basic computer literacy and comfort with new systems.

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 transport funds as needed.
  • 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.
  • Calling approved and unmade applications to close loans daily.
  • Support tax services and help build tax clientele.
  • Send complete and accurate credit denial letters within 30 days from the date of application.
  • Pay branch expenses as instructed by the Branch Manager.

Skills

Customer service
Problem solving
Flexibility
Team player
Organizational skills

Job description

World Finance, a trusted regional lender, seeks an Overstaff Financial Services Representative to support multiple branches. You’ll deliver outstanding customer service, process loan applications, handle deposits, and help branches meet goals.

This role requires mobility across branches, a valid driver’s license, and comfortable use of basic computer systems. Join a growth‑minded team that values care, reliability, and teamwork.

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