Financial Services & Loan Specialist

World Finance; Cartersville (GA); Hybrid; USD 21,000 - 23,000; Full time

Benefits offered by this job

Promote-from-within

bonus opportunities

Health benefits

401(k) with match

Paid holidays

Vacation time

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative in Cartersville, GA to drive loan sales, manage collections, and assist with tax services in a fast-paced branch environment.

The role requires daily outbound calls, in-person customer interactions, and adherence to regulatory requirements. We offer performance-based earnings and comprehensive benefits, with opportunities for advancement within the company.

Qualifications

• 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.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, tax services, and new business generation; thrive in a high-volume 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 and assist customers with tax-related questions in compliance with policies and regulations.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions; document activity in systems.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication skills

Problem solving

Data entry

Education

High school diploma or equivalent

Tools

CRM systems

Job description

World Finance is seeking a Financial Services Representative in Cartersville, GA to drive loan sales, manage collections, and assist with tax services in a fast-paced branch environment.

The role requires daily outbound calls, in-person customer interactions, and adherence to regulatory requirements. We offer performance-based earnings and comprehensive benefits, with opportunities for advancement within the company.