Traveling Financial Services Specialist

World Finance; Marion (IN); On-site; USD 21,000 - 26,000; Full time

Benefits offered by this job

Health, dental, vision, and life保险

Paid holidays

Vacation time

401(k) with company match

Volunteer hours

Job summary

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches within an assigned region. You will fill in where needed, deliver exceptional service, and help customers achieve their financial goals.

Responsibilities include processing loan applications, taking payments, closing loans, balancing cash, and maintaining strong customer relationships while representing World Finance values. Travel to branches is required.

Qualifications

• Self-confidence, organization, adaptability
• Kindness and compassion
• Team-oriented mindset
• Basic computer proficiency
• Valid driver’s license and 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 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.
• Call approved and unmade applications to close loans daily.
• Support tax services and 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.

Job description

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branches within an assigned region. You will fill in where needed, deliver exceptional service, and help customers achieve their financial goals.

Responsibilities include processing loan applications, taking payments, closing loans, balancing cash, and maintaining strong customer relationships while representing World Finance values. Travel to branches is required.