Finance Services Specialist: Loans, Tax & Career Growth

WAC-SC World Finance Company of South Carolina, LLC; Georgetown (SC); On-site; USD 21,000 - 28,000; Full time

Benefits offered by this job

Growth opportunities

Promote from within

Bonus opportunities

Benefits package

401(k) match

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative in Georgetown, SC to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers with financial needs.

The role requires daily outbound calls, in-person meetings, and adherence to branch objectives. Compensation is $15–$20 per hour plus performance bonuses, with opportunities for advancement within a growth-focused environment.

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.

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.
• Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services.
• 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.

Skills

Sales

Customer service

Collections

Account management

Communication

Problem-solving

Organizational skills

Data entry

Phone etiquette

Education

High school diploma

Driver's license

Job description

World Finance is seeking a Financial Services Representative in Georgetown, SC to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers with financial needs.

The role requires daily outbound calls, in-person meetings, and adherence to branch objectives. Compensation is $15–$20 per hour plus performance bonuses, with opportunities for advancement within a growth-focused environment.