Financial Services Pro: Loan & Tax Specialist

World Finance; Owasso (OK); On-site; USD 21,000 - 26,000; Full time

Benefits offered by this job

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits for all stages

Retirement and time off

Community focus

Work-life balance

Job summary

World Finance is hiring for a role focused on driving loan sales, outbound outreach for collections and tax services, and providing in-person customer support. The job emphasizes handling delinquent accounts, processing payments, and maintaining compliant records in a fast-paced environment.

This office-based position requires a high school diploma, reliable transportation, and the ability to transport deposits as needed; strong communication and data-entry accuracy are essential for success.

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.
• Basic computer skills with accurate and consistent data entry.

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.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact borrowers to drive loan volume and identify opportunities for additional financial products.
• Assist customers in person with loan applications, tax preparation services, and account questions.
• Process payments, account updates, and document activity in company systems.
• Maintain accurate records, including tax documentation and credit denial letters.
• Handle and balance cash, and complete required bank runs.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication skills

Problem solving

Data entry

Education

High school diploma or equivalent

Job description

World Finance is hiring for a role focused on driving loan sales, outbound outreach for collections and tax services, and providing in-person customer support. The job emphasizes handling delinquent accounts, processing payments, and maintaining compliant records in a fast-paced environment.

This office-based position requires a high school diploma, reliable transportation, and the ability to transport deposits as needed; strong communication and data-entry accuracy are essential for success.