Loan & Financial Services Specialist

WFC Limited Partnership; San Antonio (TX); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Medical, dental, vision

Life insurance

401(k) with company match

Paid holidays and vacation

Volunteer time off

Mental health support

Job summary

World Finance in San Antonio, TX seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This role requires daily outbound calling and in-person customer meetings to close loans and build relationships.

The FSR will balance cash, process payments, and maintain compliant records while working toward performance goals with opportunities for bonus earnings and career advancement.

Qualifications

• High school diploma or equivalent required.
• Experience in sales, collections or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving and organizational skills.

Responsibilities

• Drive and close loan sales by taking applications and explaining terms.
• Outbound outreach for collections, tax services, and new business.
• Prepare tax returns and assist customers with tax questions.
• Assist customers in person with loan applications and payments.
• Maintain accurate records in company systems and balance cash.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Communication

Data entry

Education

High school diploma or equivalent

Tools

Basic computer skills

Company systems

Job description

World Finance in San Antonio, TX seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This role requires daily outbound calling and in-person customer meetings to close loans and build relationships.

The FSR will balance cash, process payments, and maintain compliant records while working toward performance goals with opportunities for bonus earnings and career advancement.