High-Impact Loan & Financial Services Pro

World Finance; Columbia Township (MO); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

401(k) with company match

Paid holidays and vacation

Medical, dental, vision insurance

Life insurance

Long-term disability

Free mental health support

Volunteer time off

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This role requires daily outbound calls, in-person meetings, and closing loans, with performance-based earning potential.

You'll balance fast-paced expectations with quality service, maintain accurate records, and work across sales, collections, tax preparation, and branch operations.

Qualifications

• High school diploma or equivalent required.
• Ability to obtain required insurance licensing.
• Valid driver's license and reliable transportation.
• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound outreach for collections, application follow-up, 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, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations.
• 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.
• Handle and balance cash, and complete required 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 experience

Customer service

Collections experience

Account management

Phone skills

Communication skills

Problem-solving

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 assist customers with tax services. This role requires daily outbound calls, in-person meetings, and closing loans, with performance-based earning potential.

You'll balance fast-paced expectations with quality service, maintain accurate records, and work across sales, collections, tax preparation, and branch operations.