Dynamic Loan & Tax Services Specialist

World Finance; Georgetown (SC); On-site; USD 21,000 - 28,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

401(k) with company match

Volunteer time

Predictable schedules

Job summary

World Finance in Georgetown, SC seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax and financial services. You will engage in daily outbound calls, meet with customers in person, and close loans to meet performance goals.

The role expects accurate recordkeeping, cash handling, and compliance with policies. Base pay is $15–$20 per hour with performance-based bonuses and a path for advancement.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to independently perform bank runs, including transporting deposits.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate data entry.
• Experience in banking, retail, hospitality or similar customer-facing roles preferred.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Outreach for collections, follow-up, tax services, and new business in a high-volume phone environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell products.
• Prepare individual tax returns and assist customers with tax questions per policy.
• Assist customers in person with loan applications, tax prep, payments, and questions.
• Process payments, account updates, tax docs, and document activity in company systems.
• Maintain accurate records, including tax documentation and credit-denial letters.
• Handle cash and balance cash drawers; conduct bank runs for deposits.
• Follow company policies, procedures, and regulatory requirements; complete training.

Skills

Sales

Customer Service

Collections

Account Management

High-volume Calls

Communication

Problem-solving

Organizational Skills

Basic Computer Skills

Education

High school diploma or equivalent

Job description

World Finance in Georgetown, SC seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax and financial services. You will engage in daily outbound calls, meet with customers in person, and close loans to meet performance goals.

The role expects accurate recordkeeping, cash handling, and compliance with policies. Base pay is $15–$20 per hour with performance-based bonuses and a path for advancement.