Ambitious Loan & Tax Services Specialist

WFC Limited Partnership; San Antonio (TX); On-site; USD 45,847,000 - 51,577,000; Part time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative (FSR) for a temporary role in San Antonio, TX. You will drive loan sales, manage delinquencies, and assist customers with tax and financial needs in a fast-paced, in-person environment.

The role requires daily outbound calling, high-volume collections, and meeting performance goals with potential for bonuses and advancement within the branch operations.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management with measurable results.
• Experience handling high-volume calls and difficult conversations.
• Track record of meeting or exceeding goals in a fast-paced environment.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions.
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
• Handle and balance cash, and complete required bank runs to deliver deposits.
• Follow company policies, procedures, and regulatory requirements; complete required training and meet performance expectations.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Data entry

Education

High school diploma

Job description

World Finance is seeking a Financial Services Representative (FSR) for a temporary role in San Antonio, TX. You will drive loan sales, manage delinquencies, and assist customers with tax and financial needs in a fast-paced, in-person environment.

The role requires daily outbound calling, high-volume collections, and meeting performance goals with potential for bonuses and advancement within the branch operations.