Loan Growth Specialist — Financial Services

WAC-TX WFC Limited Partnership

Georgia

On-site

USD 18,000 - 26,000

Full time

11 days ago

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Benefits offered by this job

Health insurance
401(k) with company match
Paid holidays and vacation
Mental health support

Job summary

World Finance in Georgia is hiring a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and assist customers with tax preparation services. This in-person role requires daily outbound calls, strong communication, and the ability to meet performance goals in a fast-paced branch environment.

You will work directly with customers to tailor financial solutions, maintain accurate records, and balance cash while supporting branch operations and ongoing customer

Qualifications

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

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.

Skills

Sales experience
Customer service
Collections experience
Communication

Education

High school diploma or equivalent

Job description

World Finance in Georgia is hiring a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and assist customers with tax preparation services. This in-person role requires daily outbound calls, strong communication, and the ability to meet performance goals in a fast-paced branch environment.

You will work directly with customers to tailor financial solutions, maintain accurate records, and balance cash while supporting branch operations and ongoing customer

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