Dynamic Financial Services Pro: Loans, Tax & Growth

World Finance; Texas City (TX); Hybride; USD 21 000 - 25 000; Plein temps

Avantages offerts par ce poste

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

Résumé du poste

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

Candidates should have strong communication, problem-solving, and organizational skills, plus experience in sales or collections.

Qualifications

• 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.

Responsabilités

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation.
• Thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations.
• 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 for sales, collections, tax preparation, and account management

Connaissances

Sales experience

Customer service

Problem solving

Communication skills

Formation

High school diploma or equivalent

Description du poste

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

Candidates should have strong communication, problem-solving, and organizational skills, plus experience in sales or collections.