Dynamic Loan Sales & Tax Services Specialist

World Finance Company of Oklahoma, LLC; Tahlequah (OK); On-site; USD 31,000 - 38,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits

401(k) with company match

Paid holidays

Vacation time

Free mental health support

Promote-from-within culture

Volunteer time

Predictable schedules

Life insurance

Job summary

World Finance Company of Oklahoma, LLC is seeking a Financial Services Representative in Tahlequah, OK. You will drive loan sales, manage past-due accounts, and assist with tax returns while engaging customers face-to-face and by phone.

The role features performance-based earnings and advancement opportunities in a fast-paced, branch-focused environment. The position requires a high school diploma or equivalent, a valid driver's license, reliable transportation, and the ability to perform bank

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.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.

Responsibilities

• 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.
• 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.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance Company of Oklahoma, LLC is seeking a Financial Services Representative in Tahlequah, OK. You will drive loan sales, manage past-due accounts, and assist with tax returns while engaging customers face-to-face and by phone.

The role features performance-based earnings and advancement opportunities in a fast-paced, branch-focused environment. The position requires a high school diploma or equivalent, a valid driver's license, reliable transportation, and the ability to perform bank