Dynamic Loan & Tax Services Specialist

World-Finance-Company-of-Kentucky,-LLC; Maysville (KY); On-site; USD 22,000 - 23,000; Full time

Benefits offered by this job

401(k) with company match

Paid holidays

Paid vacation time

Comprehensive benefits

Mental health support

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative in Kentucky to drive loan sales, manage past-due accounts, and assist customers with tax services. The role requires daily outbound calling and in-person customer meetings to close loans and generate new business.

The position offers performance-based earnings and a comprehensive benefits package, with opportunities for advancement within a growth-focused environment.

Qualifications

• Experience in sales, collections or account management with measurable results.
• Ability to handle high-volume calls and challenging conversations.
• Experience in tax services and customer-facing roles is beneficial.

Responsibilities

• Drive and close loan sales through application completions and term explanations.
• Outbound outreach for collections, tax services, and new business development.
• Manage delinquent accounts and arrange payment plans.
• Prepare individual tax returns and assist customers with questions.
• Assist customers in person with loans, payments, and documentation.
• Process payments, updates, and tax documents in company systems.
• Maintain accurate records and perform bank runs for deposits.
• Follow policies, complete training, and meet sales/collection targets.

Skills

Sales experience

Collections experience

Customer service

High-volume calls

Tax preparation

Communication skills

Data entry

Education

High school diploma or equivalent

Tools

MS Office

Job description

World Finance is seeking a Financial Services Representative in Kentucky to drive loan sales, manage past-due accounts, and assist customers with tax services. The role requires daily outbound calling and in-person customer meetings to close loans and generate new business.

The position offers performance-based earnings and a comprehensive benefits package, with opportunities for advancement within a growth-focused environment.