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Financial Service Representative (Remote- BC)
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#774714
Remote / WFH
Attain Finance
Job Description
If you are looking for more than a job, join Attain Finance (Cash Money) to start your career!
Come and work for a company that has distinguished itself from competitors with quality product offerings, genuine customer service, robust operating systems, and a track record of new product innovation!
When you join Cash Money, you become part of the Attain Finance team, our parent company with multiple brands and store operations across US and Canada. You’ll enjoy working in our energized and entrepreneurial culture with many opportunities to have long-term growth within our global organization.
We have an upbeat, friendly and fast-paced environment. Our employees are excited to be a part of the Attain Finance family, as evidenced by our low turnover rates and energized company culture. We’ve consistently grown well ahead of other short-term loan lenders and are primed for continued growth and enduring success.
Why you would love to work at our company:
"I embarked on my career as a Recovery Officer at Cash Money in February 2021, following my return from maternity leave during the pandemic. I sought a stable position with growth potential and the flexibility to work from home. By July 2021, I was promoted to Recovery Team Lead, where I embraced a leadership and training role within the Recovery Department.
In March 2024, I advanced to the position of Quality Assurance Business Analyst, collaborating closely with both the US and Canadian brands. My contributions include developing new procedures, implementing a new call flow, conducting process testing, and performing daily targeted listening tests to ensure adherence to company policies.
Additionally, I have enhanced my presentation and facilitation skills and have been given a greater voice among the leadership team. I am enthusiastic about continuing my development and growth with Attain Finance."
~ Shannon E. - QA Business Analyst, Attain Finance– Canada
“Since joining Cash Money in 2022 as a Recovery Officer, I’ve had the incredible opportunity to grow and expand my skill set. I transitioned into a Team Leader role, where I honed my leadership abilities and was able to guide my team to success. In 2023, I took on a new challenge by joining the Corporate Sales Team, further broadening my expertise, and contributing to Attains growth. Most recently, in December 2024, I was promoted to Strategic Operations Specialist, where I now focus on streamlining processes and driving operational efficiency. My journey here has been a rewarding experience, and I’m excited to continue contributing to the future success of Attain Finance!”
~ Gregory S., Strategic Operations Specialist, Attain Finance - Canada
Responsibilities
The Financial Services Representative (FSR) is a remote, call center-based role responsible for
delivering exceptional customer service and providing financial solutions such as payday loans
and lines of credit.
The FSR supports customers through the full loan lifecycle, including
applications, account management, and collections—while ensuring compliance with internal
policies and regulatory standards. As the first point of contact, the FSR must demonstrate strong
communication skills, a sales-driven mindset, and the ability to perform in a fast-paced, metric
driven environment. This role directly contributes to business growth and customer retention by
providing personalized, solution-focused support.
Key Responsibilities
Customer Service & Loan Processing
Respond promptly and professionally to customer inquiries via phone or email.
Guide customers through the application and approval process for payday loans and
lines of credit.
Promote financial products by clearly explaining terms, repayment options, and value
added services.
Accurately process all transactions in compliance with company policies and regulatory
requirements.
Leverage internal systems and tools to support a seamless customer and sales
experience.
Meet or exceed performance standards, including dialer login time, call handling
metrics, and quality assurance scores.
Sales Leadership & Revenue Generation
Consistently achieve or exceed monthly sales targets and loan volume goals.
Identify customer needs and recommend suitable financial products and services,
including add-ons such as insurance and referral programs.
Stay current with all product offerings and participate in cross-selling initiatives.
Use performance dashboards to monitor KPIs and support action plans to address
performance gaps.
Collaborate with management on strategies to increase customer acquisition and brand
awareness.
Champion lead generation and follow-up processes to drive revenue and portfolio
growth.
Proactively follow up on leads and opportunities to maximize revenue generation.
Customer Experience & Collections
Maintain high standards of customer service, including resolving escalated concerns with
professionalism and empathy.
Conduct daily collection activities for delinquent accounts in a professional and
empathetic manner, in accordance with company policies and procedures.
Negotiate payment arrangements and ensure accurate documentation of all collection
efforts.
Track recovery performance and support efforts to improve customer repayment
outcomes.
Demonstrate active listening and empathy to build rapport and strengthen client
relationships.
Address escalated issues or disputes with a focus on resolution and preserving the client
relationship.
Monitor collection effectiveness and support efforts to improve repayment outcomes
and minimize losses.
Compliance, Risk & Audit
Ensure all activities comply with regulatory and company requirements, including
privacy, anti-fraud, and underwriting standards.
Adhere to all audit, risk, data integrity, and workplace safety protocols.
Escalate any compliance or risk concerns to appropriate internal contacts promptly.
Hours of Operation Monday – Friday 8:00am – 10:00pm, Saturday * :00am - 10:00pm, Sunday 9am-8pm
Position: Remote
Job Type: Full Time
Qualifications
Qualifications & Experience
High School Diploma or equivalent (post-secondary education in Business, Finance, or a
related field is an asset)
Minimum 1 year of experience in customer service or financial sales
At least 6 months of experience in collections or repayment negotiations
Leadership or supervisory experience (minimum 6 months), preferably in lending or
banking
Proven success in meeting or exceeding sales targets
Strong understanding of lending products, policies, and regulatory frameworks
Excellent communication, organizational, and time-management skills
Working Conditions
This is a fully remote role; a quiet, professional home office environment is required
Must have reliable high-speed internet and be able to work independently
Must be hardwired to your home modem using the provided ethernet cable and be able to meet the minimum work-from-home requirements
(including hi-speed internet in your home with minimum 50 Mbps download & 5 Mbps upload speeds).
Availability to work varied shifts, including evenings and weekends
Key Competencies
Sales-driven leadership and initiative
Strong financial services acumen
Customer-first mindset and relationship-building skills
High level of compliance and operational discipline
Results-focused, adaptable, and team-oriented
Hourly Rate: $20.00 to $24.00 CAD
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the provincial 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 effective on their first day of employment, including paid time off, health benefits, basic life insurance, disability coverage, and optional voluntary life benefits. Employees are also eligible to participate in the Company’s RRSP/DPSP program after three (3) months of employment, including company matching contributions.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, and Leadership Development Program s.
#CashMoney
#Remote
#AttainRP
EEO Statement
Attain Finance Supports Equal Employment Opportunity. Attain Finance (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @heightsfinance.com, @lenddirect.com, and @cashmoney.ca.
Come and work for a company that has distinguished itself from competitors with quality product offerings, genuine customer service, robust operating systems, and a track record of new product innovation!
When you join Cash Money, you become part of the Attain Finance team, our parent company with multiple brands and store operations across US and Canada. You’ll enjoy working in our energized and entrepreneurial culture with many opportunities to have long-term growth within our global organization.
We have an upbeat, friendly and fast-paced environment. Our employees are excited to be a part of the Attain Finance family, as evidenced by our low turnover rates and energized company culture. We’ve consistently grown well ahead of other short-term loan lenders and are primed for continued growth and enduring success.
Why you would love to work at our company:
"I embarked on my career as a Recovery Officer at Cash Money in February 2021, following my return from maternity leave during the pandemic. I sought a stable position with growth potential and the flexibility to work from home. By July 2021, I was promoted to Recovery Team Lead, where I embraced a leadership and training role within the Recovery Department.
In March 2024, I advanced to the position of Quality Assurance Business Analyst, collaborating closely with both the US and Canadian brands. My contributions include developing new procedures, implementing a new call flow, conducting process testing, and performing daily targeted listening tests to ensure adherence to company policies.
Additionally, I have enhanced my presentation and facilitation skills and have been given a greater voice among the leadership team. I am enthusiastic about continuing my development and growth with Attain Finance."
~ Shannon E. - QA Business Analyst, Attain Finance– Canada
“Since joining Cash Money in 2022 as a Recovery Officer, I’ve had the incredible opportunity to grow and expand my skill set. I transitioned into a Team Leader role, where I honed my leadership abilities and was able to guide my team to success. In 2023, I took on a new challenge by joining the Corporate Sales Team, further broadening my expertise, and contributing to Attains growth. Most recently, in December 2024, I was promoted to Strategic Operations Specialist, where I now focus on streamlining processes and driving operational efficiency. My journey here has been a rewarding experience, and I’m excited to continue contributing to the future success of Attain Finance!”
~ Gregory S., Strategic Operations Specialist, Attain Finance - Canada
Responsibilities
The Financial Services Representative (FSR) is a remote, call center-based role responsible for
delivering exceptional customer service and providing financial solutions such as payday loans
and lines of credit.
The FSR supports customers through the full loan lifecycle, including
applications, account management, and collections—while ensuring compliance with internal
policies and regulatory standards. As the first point of contact, the FSR must demonstrate strong
communication skills, a sales-driven mindset, and the ability to perform in a fast-paced, metric
driven environment. This role directly contributes to business growth and customer retention by
providing personalized, solution-focused support.
Key Responsibilities
Customer Service & Loan Processing
Respond promptly and professionally to customer inquiries via phone or email.
Guide customers through the application and approval process for payday loans and
lines of credit.
Promote financial products by clearly explaining terms, repayment options, and value
added services.
Accurately process all transactions in compliance with company policies and regulatory
requirements.
Leverage internal systems and tools to support a seamless customer and sales
experience.
Meet or exceed performance standards, including dialer login time, call handling
metrics, and quality assurance scores.
Sales Leadership & Revenue Generation
Consistently achieve or exceed monthly sales targets and loan volume goals.
Identify customer needs and recommend suitable financial products and services,
including add-ons such as insurance and referral programs.
Stay current with all product offerings and participate in cross-selling initiatives.
Use performance dashboards to monitor KPIs and support action plans to address
performance gaps.
Collaborate with management on strategies to increase customer acquisition and brand
awareness.
Champion lead generation and follow-up processes to drive revenue and portfolio
growth.
Proactively follow up on leads and opportunities to maximize revenue generation.
Customer Experience & Collections
Maintain high standards of customer service, including resolving escalated concerns with
professionalism and empathy.
Conduct daily collection activities for delinquent accounts in a professional and
empathetic manner, in accordance with company policies and procedures.
Negotiate payment arrangements and ensure accurate documentation of all collection
efforts.
Track recovery performance and support efforts to improve customer repayment
outcomes.
Demonstrate active listening and empathy to build rapport and strengthen client
relationships.
Address escalated issues or disputes with a focus on resolution and preserving the client
relationship.
Monitor collection effectiveness and support efforts to improve repayment outcomes
and minimize losses.
Compliance, Risk & Audit
Ensure all activities comply with regulatory and company requirements, including
privacy, anti-fraud, and underwriting standards.
Adhere to all audit, risk, data integrity, and workplace safety protocols.
Escalate any compliance or risk concerns to appropriate internal contacts promptly.
Hours of Operation Monday – Friday 8:00am – 10:00pm, Saturday * :00am - 10:00pm, Sunday 9am-8pm
Position: Remote
Job Type: Full Time
Qualifications
Qualifications & Experience
High School Diploma or equivalent (post-secondary education in Business, Finance, or a
related field is an asset)
Minimum 1 year of experience in customer service or financial sales
At least 6 months of experience in collections or repayment negotiations
Leadership or supervisory experience (minimum 6 months), preferably in lending or
banking
Proven success in meeting or exceeding sales targets
Strong understanding of lending products, policies, and regulatory frameworks
Excellent communication, organizational, and time-management skills
Working Conditions
This is a fully remote role; a quiet, professional home office environment is required
Must have reliable high-speed internet and be able to work independently
Must be hardwired to your home modem using the provided ethernet cable and be able to meet the minimum work-from-home requirements
(including hi-speed internet in your home with minimum 50 Mbps download & 5 Mbps upload speeds).
Availability to work varied shifts, including evenings and weekends
Key Competencies
Sales-driven leadership and initiative
Strong financial services acumen
Customer-first mindset and relationship-building skills
High level of compliance and operational discipline
Results-focused, adaptable, and team-oriented
Hourly Rate: $20.00 to $24.00 CAD
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the provincial 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 effective on their first day of employment, including paid time off, health benefits, basic life insurance, disability coverage, and optional voluntary life benefits. Employees are also eligible to participate in the Company’s RRSP/DPSP program after three (3) months of employment, including company matching contributions.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Attain4All, Tuition Reimbursement, and Leadership Development Program s.
#CashMoney
#Remote
#AttainRP
EEO Statement
Attain Finance Supports Equal Employment Opportunity. Attain Finance (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @heightsfinance.com, @lenddirect.com, and @cashmoney.ca.
