Loan & Financial Services Specialist

World Finance; Lawrenceville (GA); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Performance pay

Advancement opportunities

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

401(k) match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative in Lawrenceville, GA to drive loan sales, manage past-due accounts, and assist customers with tax preparation services. The role requires daily outbound calls, in-person customer meetings, and balancing multiple tasks in a fast-paced environment.

The position offers performance-based earnings with bonuses, advancement opportunities, and a comprehensive benefits package.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• High school diploma or equivalent is required.
• Valid driver’s license, reliable transportation, and current insurance are required.

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.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• 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, and account questions.
• Process payments, account updates, tax-related documents, and maintain records in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and tax documents.

Skills

Sales experience

Customer service

Collections

Account management

Education

High school diploma or equivalent

Tools

Basic computer skills

Job description

World Finance is seeking a Financial Services Representative in Lawrenceville, GA to drive loan sales, manage past-due accounts, and assist customers with tax preparation services. The role requires daily outbound calls, in-person customer meetings, and balancing multiple tasks in a fast-paced environment.

The position offers performance-based earnings with bonuses, advancement opportunities, and a comprehensive benefits package.