Dynamic Financial Services Rep – Loans & Tax Growth

WAC-KY World Finance Company of Kentucky, LLC; Frankfort (KY); On-site; USD 21,000 - 25,000; Full time

Job summary

World Finance in Kentucky is seeking a Financial Services Representative to drive loan sales and manage past-due accounts. You will also prepare tax returns, assist customers in person, and handle daily outbound calls in a fast-paced environment.

Role offers performance-based earnings with bonus opportunities and advancement potential within a company known for growth and internal promotion. Requires strong communication and time-management skills, with a focus on customer service and compliance.

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.

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.
• 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.
• Prepare individual tax returns, gather documentation, and assist customers with tax questions.
• Assist customers in person with loan applications, tax preparation services, and account questions.
• Process payments, account updates, tax-related documentation, and document activity in systems.
• Maintain accurate records, including credit denial letters and tax documentation.
• Handle and balance cash, and perform bank runs for deposits.
• Follow company policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Collections

Communication

Organizational skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance in Kentucky is seeking a Financial Services Representative to drive loan sales and manage past-due accounts. You will also prepare tax returns, assist customers in person, and handle daily outbound calls in a fast-paced environment.

Role offers performance-based earnings with bonus opportunities and advancement potential within a company known for growth and internal promotion. Requires strong communication and time-management skills, with a focus on customer service and compliance.