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FT - Financial Services Representative

  • M Force Staffing 1626 Downtown West Blvd Knoxville, TN 37919 (map)

Job Description: Financial Services Representative

The Financial Services Representative plays an essential role in building the relationship with our applicant and borrower base. In this role, you will act to resolve customer dissatisfaction; make outbound calls / emails to customers who contact the company; provide operations support to the lending team; and act as a swift response unit for special projects as assigned.


-Respond to applicant’s inbound inquires via phone, text, and email regarding company products.
-Provide world class customer service focusing on initial call resolution.
-Document every correspondence with applicants and borrowers clearly and concisely.
-Perform outbound outreach to applicants and work with the loan processing team to successfully move applications through the sales process to funding.
-Request and secure required documentation according to documented company procedures.
-Participate in outbound Marketing Campaigns
-Perform audits to ensure data provided by applicants at submission is accurate and the request meets specifications pursuant to SOPs
-Manage correspondence via the “answers” email box.
-Deliver timely, accurate and actionable information to internal teams as appropriate.
-Improve upon and refine sales and customer service knowledge and techniques through ongoing training.
-Ability to overcome objections, deescalate inquires and be genuinely empathetic in conversation with applicants.
-Take ownership of resolving applicant inquires and attempt to foresee causes of additional inquiries.
-Share insights with management regarding the root causes of applicant inquiries, concerns and complaints, advocating on our applicants’ behalf to improve our products, operations and policies.


-Professional demeanor, strong work ethic
-Previous experience in financial services/sales and/or experience in a contact center
-Strong verbal and written communication skills
-Ability to build positive working relationships with applicants and team
-Advanced computer skills with solid proficiency in Microsoft Office Suite, Salesforce and Web.
-Ability to exhibit grace under pressure, while successfully navigating complex work assignments/situations efficiently and effectively
-Ability to meet critical deadlines in dynamic, rapidly changing environment
-Self-motivated, resourceful, productive on teams as well as independent work
-Able to move between projects / duties quickly and efficiently with excellent organizational and time management skills
-Ability to work evenings, nights and weekend days and overtime
-Experience handling high volume transactions
-Track record of successful high impact decision making

Associate and/or Bachelor’s degree, preferred.

How should someone apply?:

Earlier Event: January 3
PT - Communications Coordinator
Later Event: January 9
PT - Teacher