Growth-Focused Financial Services Rep (Loans & Tax)

World Finance; Gainesville (TX); On-site; USD 18,000 - 26,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

401(k) with company match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance seeks a Financial Services Representative in Gainesville, TX to drive loan sales and provide exceptional customer service. You will conduct outbound outreach for collections, tax services, and new business, while managing delinquent accounts and assisting customers in person with loan applications and tax prep.

The role requires a high school diploma, valid driver's license, reliable transportation, and the ability to perform bank runs.

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.
• Assist customers in person with loan applications, tax preparation services, and payments.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.
• Maintain accurate and compliant records and complete required bank runs to deliver deposits.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Data entry

Education

High school diploma or equivalent

Tools

Basic computer skills

Job description

World Finance seeks a Financial Services Representative in Gainesville, TX to drive loan sales and provide exceptional customer service. You will conduct outbound outreach for collections, tax services, and new business, while managing delinquent accounts and assisting customers in person with loan applications and tax prep.

The role requires a high school diploma, valid driver's license, reliable transportation, and the ability to perform bank runs.