Financial Services Pro: Loans, Collections & Tax

World Finance; Byram (MS); On-site; USD 31,000 - 35,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within culture

Performance bonuses

Full benefits

401(k) match

Paid holidays

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative in Mississippi to drive loan sales, manage past-due accounts, and assist customers with tax services and applications.

The role requires daily outbound calling, in-person customer meetings, and meeting performance goals across sales, collections, tax services, and branch operations. Compensation includes hourly pay with performance-based earnings and advancement opportunities.

Qualifications

• High school diploma or equivalent.
• Valid driver's license, reliable transportation, and current insurance.
• Must be able to perform bank runs, including transporting deposits.
• Ability to obtain required insurance licensing.
• 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.
• Outbound outreach for collections, follow-ups, tax services, and new business generation; 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, gather and review required documentation, and assist customers with tax questions.
• 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.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Organizational skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative in Mississippi to drive loan sales, manage past-due accounts, and assist customers with tax services and applications.

The role requires daily outbound calling, in-person customer meetings, and meeting performance goals across sales, collections, tax services, and branch operations. Compensation includes hourly pay with performance-based earnings and advancement opportunities.