High-Volume Loan, Tax & Collections Specialist

World Finance; Farmington (NM); Ibrido; USD 22.000 - 26.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) with company match

Paid holidays

Vacation time

Health insurance

Long-term disability

Free mental health support

Career advancement opportunities

Descrizione del lavoro

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns in a fast-paced branch environment.

The role requires daily outbound calling, in-person customer meetings, and the ability to balance sales, collections, and tax services while meeting branch performance goals. Compensation ranges with experience and location, plus bonus opportunities.

Competenze

• 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.

Mansioni

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer 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.

Conoscenze

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication skills

Data entry/Computer skills

Descrizione del lavoro

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns in a fast-paced branch environment.

The role requires daily outbound calling, in-person customer meetings, and the ability to balance sales, collections, and tax services while meeting branch performance goals. Compensation ranges with experience and location, plus bonus opportunities.