Dynamic Loan Sales & Tax Services Specialist

World Finance; Clinton (MS); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits

401(k) match

Paid holidays

Vacation time

Volunteer time

Mental health support

Predictable schedules

Job summary

World Finance in Clinton, MS is seeking a Financial Services Representative to drive loan applications, manage collections, and support tax preparation in a fast-paced branch environment.

The role requires daily outbound calls, in-person customer interactions, and loan closings, with performance-based earnings and advancement opportunities. Comprehensive benefits and a strong promote-from-within culture are offered.

Qualifications

• High school diploma or equivalent.
• Valid driver's license and reliable transportation.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management.
• Proven ability to handle high-volume calls and difficult conversations.
• Record of meeting or exceeding goals in a fast-paced environment.
• Strong communication and problem-solving skills.
• Basic computer skills with accurate data entry.

Responsibilities

• Drive loan sales by taking applications, explaining terms, and asking for the business.
• Outbound daily outreach for collections, follow-up, 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.
• Prepare individual tax returns and assist customers with tax questions.
• Process payments, account updates, tax-related documentation, and document activity in systems.
• Maintain accurate and compliant records, including credit denial letters and tax docs.
• Balance cash and complete required bank runs to deliver deposits.

Skills

Sales

Customer service

Collections

Account management

Communication

Problem solving

Data entry

Organizational skills

Education

High school diploma or equivalent

Job description

World Finance in Clinton, MS is seeking a Financial Services Representative to drive loan applications, manage collections, and support tax preparation in a fast-paced branch environment.

The role requires daily outbound calls, in-person customer interactions, and loan closings, with performance-based earnings and advancement opportunities. Comprehensive benefits and a strong promote-from-within culture are offered.