Dynamic Loan & Tax Services Pro

WAC-TX WFC Limited Partnership; Dallas (TX); Presencial; USD 21.000 - 23.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

401(k) with company match

Medical, dental, and vision

Life insurance

Paid holidays and vacation

Volunteer time

Growth opportunities

Descripción de la vacante

World Finance is seeking a Financial Services Representative in Dallas to drive loan sales, manage past-due accounts, and prepare tax returns, meeting customer financial needs through daily outbound calls and in-person interactions.

The role offers performance-based earnings with potential for advancement and comprehensive benefits as part of a fast-paced team. Strong communication skills and a customer-first approach are essential.

Formación

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult 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 data entry.

Responsabilidades

• 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; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• 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.

Conocimientos

Sales experience

Customer service

Collections

Account management

Educación

High school diploma or equivalent

Descripción del empleo

World Finance is seeking a Financial Services Representative in Dallas to drive loan sales, manage past-due accounts, and prepare tax returns, meeting customer financial needs through daily outbound calls and in-person interactions.

The role offers performance-based earnings with potential for advancement and comprehensive benefits as part of a fast-paced team. Strong communication skills and a customer-first approach are essential.