Financial Services Representative (Overstaff)

World Finance•Oak Lawn, IL
•Onsite

About The Position

World Finance is seeking an Overstaff Financial Services Representative to provide onsite support across multiple branch locations within an assigned region. The role helps Branch Managers maintain smooth operations, deliver excellent customer service, and meet growth goals. The representative fills open or short-staffed positions, supports customers with financial products and responsible credit choices, and helps uphold company standards and provide consistent customer experiences. Daily travel between branches and to banks is required. Authorized travel time is compensated under company policy, including applicable overtime calculations, and business mileage in a personal vehicle is reimbursed, excluding normal commuting. Hourly pay is $17–$20. Benefits are available to full-time team members beginning the first of the month following 30 days of employment.

Requirements

  • Demonstrated self-confidence, organization, and adaptability.
  • A history of kindness, compassion, and helping others succeed.
  • A quality-focused, problem-solving mindset and openness to new ideas.
  • A team-oriented approach, with willingness 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.
  • Reliable attendance and punctuality.
  • Ability to communicate clearly and professionally with customers and coworkers.

Responsibilities

  • Provide onsite support to multiple assigned branches, filling in for open or short-staffed positions.
  • Guide customers toward upward credit mobility through responsible financial choices.
  • Assist customers with questions, concerns, and available products.
  • Process and prepare loan applications, documents, and renewals accurately.
  • Take and process customer payments.
  • Prepare and execute closings for new and renewal loans.
  • Balance the assigned cash drawer daily and ensure transactions are accurate.
  • Complete daily branch bank deposits and, when needed, transport funds to and from the bank.
  • Maintain customer relationships and represent company values at each supported branch.
  • Collaborate with Branch Managers and team members to meet performance goals.
  • Call 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 of the application date.
  • Pay branch expenses as instructed by the Branch Manager.
  • Travel between assigned branches and to banks as required.

Benefits

  • Health insurance available to full-time team members beginning the first of the month following 30 days.
  • Dental insurance available to full-time team members beginning the first of the month following 30 days.
  • Vision insurance available to full-time team members beginning the first of the month following 30 days.
  • Life insurance available to full-time team members beginning the first of the month following 30 days.
  • Paid volunteer hours each year.
  • Paid holidays.
  • Vacation time.
  • 401(k) with company match.
  • Mileage reimbursement for business use of a personal vehicle, excluding normal commuting.
  • Compensation for authorized travel time, including overtime calculations where applicable.
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