Loan Growth & Tax Services Specialist

World-Finance-Company-of-Kentucky,-LLC; Lexington (KY); On-site; USD 22,000 - 23,000; Full time

Benefits offered by this job

401(k) with company match

Paid holidays

Vacation time

Major medical

Dental coverage

Vision coverage

Life insurance

Long-term disability

Free mental health support

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales and handle collections, tax services, and branch tasks in Kentucky. The role requires frequent in-person customer interactions, high-volume calls, and accurate record-keeping.

You will collaborate with team members to meet sales goals while providing solid service and compliance with regulations. Benefits include competitive hourly pay with bonus potential, a path for advancement, and a comprehensive benefits

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 outreach for collections, tax services, and new business generation; thrive in a high-volume environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions.
• Process payments, account updates, tax-related documentation, and document 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

Customer Service

Collections

Account Management

High-Volume Calls

Communication

Problem Solving

Organizational Skills

Education

High School Diploma

Job description

World Finance is seeking a Financial Services Representative to drive loan sales and handle collections, tax services, and branch tasks in Kentucky. The role requires frequent in-person customer interactions, high-volume calls, and accurate record-keeping.

You will collaborate with team members to meet sales goals while providing solid service and compliance with regulations. Benefits include competitive hourly pay with bonus potential, a path for advancement, and a comprehensive benefits