Dynamic Loan & Tax Services Rep

World Finance Corporation; Oak Grove (MO); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance in Oak Grove, MO is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation services. The role requires daily outbound calling, in-person meetings with customers, and closing loans in a fast-paced environment.

Responsibilities include collections, processing payments, and delivering exceptional customer service while meeting performance goals.

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 and new business generation.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Assist customers in person with loan applications, tax preparation services, and payments.
• Process payments, account updates, tax-related documentation, and document all activity.

Skills

Sales

Customer service

Collections

Account management

Communication

Problem solving

Organizational skills

Education

High school diploma or equivalent

Job description

World Finance in Oak Grove, MO is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation services. The role requires daily outbound calling, in-person meetings with customers, and closing loans in a fast-paced environment.

Responsibilities include collections, processing payments, and delivering exceptional customer service while meeting performance goals.