Dynamic Financial Services & Loan Specialist

World Finance; Hartselle (AL); Presencial; USD 21.000 - 23.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Growth opportunities

Promote from within

Performance-based earnings

Comprehensive benefits

401(k) with match

Paid holidays and vacation

Descripción de la vacante

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calling, in-person customer meetings, and closing loans, with performance-based earnings and advancement opportunities.

Compensation is $15–$17 per hour plus bonus opportunities; the position offers a path for growth within a supportive, community-focused organization with comprehensive benefits and retirement options.

Formación

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult customer 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.

Responsabilidades

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound outreach for collections, tax services, and new business generation.
• Manage delinquent accounts by securing payments and arranging payments.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell products.
• Prepare individual tax returns and assist customers with tax questions.
• Assist customers in person with loan applications, tax services, and payments.
• Process payments, updates, and tax documentation; document activity.
• Maintain accurate records and issue credit denial letters as needed.
• Handle cash and complete bank deposits; follow policies and regulations.
• Complete training and meet performance expectations in sales and service.

Conocimientos

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Data entry

Educación

High school diploma

Descripción del empleo

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calling, in-person customer meetings, and closing loans, with performance-based earnings and advancement opportunities.

Compensation is $15–$17 per hour plus bonus opportunities; the position offers a path for growth within a supportive, community-focused organization with comprehensive benefits and retirement options.