Financial Services Pro — Loan Growth & Tax Prep

WAC-WI World Finance Corporation of Wisconsin; Appleton (WI); Sur place; USD 22 000 - 28 000; Plein temps

Avantages offerts par ce poste

Promote-from-within culture

Performance-based bonus opportunities

Comprehensive benefits (medical, dent

401(k) with company match

Paid holidays and vacation

Paid volunteer time

Predictable schedules and work-life-b

Top Workplace recognition

Résumé du poste

World Finance in Appleton, WI seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation. The role involves daily outbound calling, in-person meetings, and meeting performance goals across sales and collections.

Compensation ranges from $16 to $20 per hour, with performance-based bonus opportunities and potential for advancement within the branch. A fast-paced environment with strong customer focus and integrity is essential.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.

Responsabilités

• Drive loan sales by taking applications and explaining terms.
• Conduct daily outbound outreach for collections and new business.
• Manage delinquent accounts and arrange payments.
• Assist customers in person with loan applications and tax services.
• Process payments and maintain accurate records in company systems.
• Follow policies and regulatory requirements.

Connaissances

Sales experience

Customer service

Collections

Account management

High-volume calling

Communication skills

Problem-solving

Data entry

Formation

High school diploma or equivalent

Description du poste

World Finance in Appleton, WI seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation. The role involves daily outbound calling, in-person meetings, and meeting performance goals across sales and collections.

Compensation ranges from $16 to $20 per hour, with performance-based bonus opportunities and potential for advancement within the branch. A fast-paced environment with strong customer focus and integrity is essential.