Financial Service Representative
for each heading. Use - for any list of duties/requirements/benefits. Use
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Preserve all substantive info. Include a section only when posting has real specific content for it. Avoid filler like "commensurate with experience". So we need to extract sections.
Let's parse the posting.
Content:
- Intro paragraph: "If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today!"
- Then "Stories of Success" with two quotes. Those are testimonials; they are substantive? They are not required but could be considered part of "About the role"? Might be considered company culture. We can include them under "About the role" as prose. The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we should keep the testimonials.
- Then "Responsibilities" heading with bullet list.
- Then "Qualifications" heading with bullet list.
- Then "Work Location: 1510 N Hampton Rd. Ste 200 DeSoto, TX 75115 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $16.25 - $22.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires."
- Then hashtags and keywords.
- Then EEO statement (boilerplate) to remove.
- Then notice about not asking for personal banking info etc. That's also boilerplate? It's a scam warning; we should remove.
Thus we need sections: About the role (intro + stories), Responsibilities, Qualifications, Benefits, Pay, Schedule. Possibly also Skills? The qualifications list includes skills; but we can treat Qualifications as covering skills. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can include only those with content.
We have Responsibilities (list). Qualifications (list). Benefits (list). Pay (hourly range). Schedule (hours). About the role (intro + stories). Requirements? Not separate; qualifications cover. Skills? Could be part of qualifications; but we could create a Skills section if we extract skills from qualifications list. However we should not create thin sections; better to combine. The instruction: Prefer a few substantive sections over many thin ones. So we can have About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. That's six sections.
Now format.
We need
About the role
then prose containing intro and stories. Should we separate stories into ? Not required; just prose. We'll keep as
with line breaks maybe
but not needed. We'll keep as one paragraph maybe long; but okay.
Then
Responsibilities
then - each duty.
Duties list:
- Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
- Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
- Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
- Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
- Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
- Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
We need to keep the colon and text.
Then
Qualifications
then - each qualification.
List:
- Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
- Sales Mindset: Confidence in promoting products and services that meet customer needs.
- Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
- Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
- Adaptability: Willingness to learn new systems and processes in a dynamic environment.
- Team Player: A collaborative spirit with a desire to contribute to team success.
- Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
- Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
- Work Location: 1510 N Hampton Rd. Ste 200 DeSoto, TX 75115
- Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
- Hourly: $16.25 - $22.75
But note: Work Location, Hours, Hourly are actually part of the details after qualifications; but we might want to move them to Benefits/Pay/Schedule sections. However they appear under qualifications block. The instruction: preserve ALL substantive information; we can keep them where they appear, but we also need to create Benefits, Pay, Schedule sections if they have content. We could still keep them in Qualifications but then we would duplicate if we also create separate sections. Better to extract them into appropriate sections and remove from Qualifications to avoid duplication. However we must preserve all info; moving is fine as long as not lost.
Thus Qualifications section should contain the qualifications list excluding location/hours/pay. Then we create Benefits, Pay, Schedule sections.
Let's extract:
Qualifications list (excluding location/hours/pay):
- Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
- Sales Mindset: Confidence in promoting products and services that meet customer needs.
- Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
- Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
- Adaptability: Willingness to learn new systems and processes in a dynamic environment.
- Team Player: A collaborative spirit with a desire to contribute to team success.
- Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
- Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
Now Benefits: from text: "All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program."
We can format as
- each item.
Pay: "Hourly: $16.25 - $22.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience."
We can put that as prose
.
Schedule: "Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons"
We can put as prose
.
Now About the role: include intro paragraph and stories.
Let's craft About the role prose:
"If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today!"
Then stories: we can include as blockquote or just paragraphs. We'll keep as
with the quotes.
We need to preserve the quotes exactly.
First quote:
"Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 – Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama"
Second quote:
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. Preserve all substantive info. Include a section only when posting has real specific content for it. Avoid filler like "commensurate with experience". So we need to extract sections. Let's parse the posting. Content: - Intro paragraph: "If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today!" - Then "Stories of Success" with two quotes. Those are testimonials; they are substantive? They are not required but could be considered part of "About the role"? Might be considered company culture. We can include them under "About the role" as prose. The instruction: preserve ALL substantive information; do not invent or summarize away detail. So we should keep the testimonials. - Then "Responsibilities" heading with bullet list. - Then "Qualifications" heading with bullet list. - Then "Work Location: 1510 N Hampton Rd. Ste 200 DeSoto, TX 75115 Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons Hourly: $16.25 - $22.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience. All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program. This employer participates in E-Verify for US-based hires." - Then hashtags and keywords. - Then EEO statement (boilerplate) to remove. - Then notice about not asking for personal banking info etc. That's also boilerplate? It's a scam warning; we should remove. Thus we need sections: About the role (intro + stories), Responsibilities, Qualifications, Benefits, Pay, Schedule. Possibly also Skills? The qualifications list includes skills; but we can treat Qualifications as covering skills. The instruction: Use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). We can include only those with content. We have Responsibilities (list). Qualifications (list). Benefits (list). Pay (hourly range). Schedule (hours). About the role (intro + stories). Requirements? Not separate; qualifications cover. Skills? Could be part of qualifications; but we could create a Skills section if we extract skills from qualifications list. However we should not create thin sections; better to combine. The instruction: Prefer a few substantive sections over many thin ones. So we can have About the role, Responsibilities, Qualifications, Benefits, Pay, Schedule. That's six sections. Now format. We need
About the role
then prosecontaining intro and stories. Should we separate stories into ? Not required; just prose. We'll keep as
with line breaks maybe
but not needed. We'll keep as one paragraph maybe long; but okay.
Then
Responsibilities
then- each duty.
Duties list:
- Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
- Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
- Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
- Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
- Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
- Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
We need to keep the colon and text.
Then
Qualifications
then- each qualification.
List:
- Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
- Sales Mindset: Confidence in promoting products and services that meet customer needs.
- Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
- Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
- Adaptability: Willingness to learn new systems and processes in a dynamic environment.
- Team Player: A collaborative spirit with a desire to contribute to team success.
- Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
- Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
- Work Location: 1510 N Hampton Rd. Ste 200 DeSoto, TX 75115
- Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
- Hourly: $16.25 - $22.75
But note: Work Location, Hours, Hourly are actually part of the details after qualifications; but we might want to move them to Benefits/Pay/Schedule sections. However they appear under qualifications block. The instruction: preserve ALL substantive information; we can keep them where they appear, but we also need to create Benefits, Pay, Schedule sections if they have content. We could still keep them in Qualifications but then we would duplicate if we also create separate sections. Better to extract them into appropriate sections and remove from Qualifications to avoid duplication. However we must preserve all info; moving is fine as long as not lost.
Thus Qualifications section should contain the qualifications list excluding location/hours/pay. Then we create Benefits, Pay, Schedule sections.
Let's extract:
Qualifications list (excluding location/hours/pay):
- Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
- Sales Mindset: Confidence in promoting products and services that meet customer needs.
- Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
- Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
- Adaptability: Willingness to learn new systems and processes in a dynamic environment.
- Team Player: A collaborative spirit with a desire to contribute to team success.
- Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
- Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
Now Benefits: from text: "All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program."
We can format as
- each item.
Pay: "Hourly: $16.25 - $22.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience."
We can put that as prose
. Schedule: "Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons" We can put as prose
. Now About the role: include intro paragraph and stories. Let's craft About the role prose: "If you're seeking more than just a job, join Heights Finance and kickstart your career! Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs. Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers. Be part of a dynamic team that is shaping the future of consumer finance. Apply today!" Then stories: we can include as blockquote or just paragraphs. We'll keep as
with the quotes. We need to preserve the quotes exactly. First quote: "Stories of Success "I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 – Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company, also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided." ~ Ashley S., District Manager - Alabama" Second quote: "Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result, of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked
- each item.
Pay: "Hourly: $16.25 - $22.75 The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience."
We can put that as prose
- each qualification.
List:
- Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
- Sales Mindset: Confidence in promoting products and services that meet customer needs.
- Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
- Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
- Adaptability: Willingness to learn new systems and processes in a dynamic environment.
- Team Player: A collaborative spirit with a desire to contribute to team success.
- Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
- Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
- Work Location: 1510 N Hampton Rd. Ste 200 DeSoto, TX 75115
- Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
- Hourly: $16.25 - $22.75
But note: Work Location, Hours, Hourly are actually part of the details after qualifications; but we might want to move them to Benefits/Pay/Schedule sections. However they appear under qualifications block. The instruction: preserve ALL substantive information; we can keep them where they appear, but we also need to create Benefits, Pay, Schedule sections if they have content. We could still keep them in Qualifications but then we would duplicate if we also create separate sections. Better to extract them into appropriate sections and remove from Qualifications to avoid duplication. However we must preserve all info; moving is fine as long as not lost.
Thus Qualifications section should contain the qualifications list excluding location/hours/pay. Then we create Benefits, Pay, Schedule sections.
Let's extract:
Qualifications list (excluding location/hours/pay):
- Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
- Sales Mindset: Confidence in promoting products and services that meet customer needs.
- Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
- Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
- Adaptability: Willingness to learn new systems and processes in a dynamic environment.
- Team Player: A collaborative spirit with a desire to contribute to team success.
- Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
- Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
Now Benefits: from text: "All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month. Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program."
We can format as