Financial Services Specialist: Growth Path & Bonuses

World Finance; Glasgow (KY); On-site; USD 18,000 - 26,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

Predictable schedules

Job summary

World Finance in Glasgow, Kentucky seeks a Financial Services Representative to drive loan sales, handle tax services, and provide exceptional customer support. The role involves high-volume calls, collections, and in-branch assistance for customers with loans and tax needs.

The position emphasizes timely documentation, compliance, and reliable transportation for bank runs, with a clear path for internal growth and benefits designed for long-term success.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license and reliable transportation.
• Ability to obtain required insurance licensing.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms and asking for the business.
• Conduct substantial daily outbound outreach for collections, tax services, and new business generation.
• Manage delinquent accounts by securing payments and setting arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell financial products.
• Prepare individual tax returns and assist customers with tax questions in compliance with policies.
• Assist customers in person with loan applications, tax services, payments, and account questions.
• Process payments, updates, and tax documents; document all activity in systems.
• Maintain accurate, compliant records including tax documentation and denial letters.
• Handle and balance cash; perform required bank runs for deposits.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Goal oriented

Communication skills

Education

High school diploma or equivalent

Tools

Basic computer skills

Job description

World Finance in Glasgow, Kentucky seeks a Financial Services Representative to drive loan sales, handle tax services, and provide exceptional customer support. The role involves high-volume calls, collections, and in-branch assistance for customers with loans and tax needs.

The position emphasizes timely documentation, compliance, and reliable transportation for bank runs, with a clear path for internal growth and benefits designed for long-term success.