Financial Services & Loan Growth Specialist

World Finance; Magee (MS); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Health, dental, vision, life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays and vacation

Volunteer time

Job summary

The Financial Services Representative (FSR) at World Finance drives loan sales, handles collections, and assists customers with tax preparation and financial needs. You will make daily outbound calls, meet customers in person, and close loans while maintaining compliant records.

This office-based role offers performance-based earnings, a clear career path, and comprehensive benefits. A fast-paced environment requires strong communication, organization, and a customer-first mindset.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current auto insurance.
• Ability to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation.
• Experience in sales, customer service, collections, or account management with measurable results.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound 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.
• 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.
• Follow company policies, procedures, and regulatory requirements.
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management.

Skills

Sales

Customer Service

Collections

Account Management

Education

High School Diploma or equivalent

Job description

The Financial Services Representative (FSR) at World Finance drives loan sales, handles collections, and assists customers with tax preparation and financial needs. You will make daily outbound calls, meet customers in person, and close loans while maintaining compliant records.

This office-based role offers performance-based earnings, a clear career path, and comprehensive benefits. A fast-paced environment requires strong communication, organization, and a customer-first mindset.