Growth-Driven Financial Services Rep (Loans & Tax)

World Finance; Monroe (LA); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

Life insurance

Disability insurance

Mental health support

401(k) match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calling, high-volume collections, and in-person customer meetings to meet financial needs.

Compensation ranges from $15–$18 per hour with performance-based bonuses and growth opportunities. The company emphasizes internal advancement, comprehensive benefits, and a community-focused culture with a strong commitment to service and

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.

Responsibilities

• Drive 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.
• Thrive in a high-volume, phone-intensive 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 questions in compliance with company policies.
• 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 activity in company systems.
• Maintain accurate and compliant records and required tax documentation.
• Handle and balance cash and complete bank runs to deliver deposits.
• Follow company policies, procedures, and regulatory requirements.
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Difficult conversations

Goal oriented

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calling, high-volume collections, and in-person customer meetings to meet financial needs.

Compensation ranges from $15–$18 per hour with performance-based bonuses and growth opportunities. The company emphasizes internal advancement, comprehensive benefits, and a community-focused culture with a strong commitment to service and