Traveling Financial Services Representative

World Finance; Matteson (IL); On-site; USD 22,000 - 28,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Paid holidays

Vacation time

401(k) with company match

Job summary

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches, deliver exceptional customer service, and guide clients toward responsible financial decisions. You’ll process loans, handle payments, and help close loans while preserving accurate cash handling and branch operations.

This role requires reliable daily travel between branches, a valid driver’s license, and a proactive, team-oriented attitude.

Qualifications

• Demonstrated self-confidence, organization, and adaptability.
• A history of kindness, compassion, and helping others succeed.
• Mindset focused on quality, problem-solving, and openness to new ideas.
• Team-oriented approach – willing to pitch in, learn, and lead by example.
• Basic computer proficiency and comfort learning new systems.
• Valid driver’s license and access to a dependable vehicle.

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, as needed, transport funds to and from the bank.
• 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.
• Supporting tax services and helping build tax clientele.
• Sending complete and accurate credit denial letters within 30 days from the date of application.
• Paying branch expenses as instructed by the Branch Manager.

Skills

Self-confidence

Organization

Adaptability

Kindness

Teamwork

Basic computer skills

Driver's license

Job description

World Finance is seeking an Overstaff Financial Services Representative to support multiple branches, deliver exceptional customer service, and guide clients toward responsible financial decisions. You’ll process loans, handle payments, and help close loans while preserving accurate cash handling and branch operations.

This role requires reliable daily travel between branches, a valid driver’s license, and a proactive, team-oriented attitude.