Loan & Financial Services Advisor

WAC-AL World Acceptance Corporation of Alabama; Auburn (AL); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Growth opportunities

Performance-based earnings

Comprehensive benefits

401(k) with company match

Paid holidays

Vacation time

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative to guide customers on their financial journey and drive loan sales, tax services, and collections. You will be the face of World Finance—empowering customers with compassionate, client-focused service and a commitment to helping them meet their financial needs.

The role involves daily outbound calling, in-person customer interactions, and close collaboration with branch staff to deliver timely loan closings and accurate tax support.

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
• High school diploma or equivalent
• 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 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

Skills

Sales experience

Customer service

Collections

Account management

Communication skills

Problem solving

Organizational skills

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative to guide customers on their financial journey and drive loan sales, tax services, and collections. You will be the face of World Finance—empowering customers with compassionate, client-focused service and a commitment to helping them meet their financial needs.

The role involves daily outbound calling, in-person customer interactions, and close collaboration with branch staff to deliver timely loan closings and accurate tax support.