Loan & Financial Services Specialist

World Finance; Winchester (KY); Hybrid; USD 22,000 - 23,000; Full time

Benefits offered by this job

Promote-from-within culture

Performance-based bonus

Comprehensive benefits for all stages

401(k) with company match

Paid holidays and vacation time

Volunteer time

Work-life balance

Job summary

World Finance in Winchester, KY is seeking a Financial Services Representative. This full-time, on-site role focuses on loan sales, collections outreach, tax services, and new business generation with a commitment to customer care.

You will manage payments, assist customers in person, process tax documents, and maintain accurate records while balancing cash and staying compliant with policies. A high school diploma is required.

Qualifications

• High school diploma or equivalent required.
• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and achieve goals in a fast-paced environment.
• Strong communication and organizational skills; reliable data entry.

Responsibilities

• Drive and close loan sales by taking applications and explaining terms.
• Conduct substantial daily outbound outreach for collections, tax services, and new business.
• Manage delinquent accounts, secure payments, and set payment arrangements.
• Assist customers in person with loan applications and tax preparation services.
• Process payments and document activity in company systems; keep records compliant.

Skills

Sales

Customer Service

Collections

Account Management

High-volume Calls

Education

High School Diploma

Tools

CRM software

Microsoft Excel

Job description

World Finance in Winchester, KY is seeking a Financial Services Representative. This full-time, on-site role focuses on loan sales, collections outreach, tax services, and new business generation with a commitment to customer care.

You will manage payments, assist customers in person, process tax documents, and maintain accurate records while balancing cash and staying compliant with policies. A high school diploma is required.