Dynamic Loan Sales & Tax Services Pro

World Finance; Norman (OK); Hybrid; USD 32,000 - 42,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k) match

Paid holidays and vacation

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation in person. The role requires daily outbound calling and high-volume outreach for collections and new business generation.

Successful candidates will handle challenging conversations, balance a fast-paced workload, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult 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 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 and assist customers with tax-related questions.

Skills

Sales

Customer service

Collections

Account management

Communication

Data entry

Organization

Education

High school diploma

Tools

CRM software

Microsoft Office

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation in person. The role requires daily outbound calling and high-volume outreach for collections and new business generation.

Successful candidates will handle challenging conversations, balance a fast-paced workload, and meet performance goals across sales, collections, tax services, and branch operations, with opportunities for performance-based