Loan Sales, Collections & Tax Services Pro

World Finance Corporation of Wisconsin; Appleton (WI); Presencial; USD 22.000 - 28.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision benefits

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays and vacation

Descripción de la vacante

World Finance in Appleton, Wisconsin is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role requires daily outbound calls, in-person customer meetings, and closing loans to meet performance targets.

Expect performance-based earnings and advancement opportunities within a supportive, growth-oriented branch. Candidates should have strong communication skills, experience in sales or collections, and the ability to handle a

Formación

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult customer conversations.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.

Responsabilidades

• 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.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Prepare individual tax returns and assist customers with tax questions in compliance with policies.
• Assist customers in person with loan applications, tax preparation services, payments, and issue resolution.
• Maintain accurate and compliant records and complete required bank runs.

Conocimientos

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Data entry

Educación

High school diploma or equivalent

Descripción del empleo

World Finance in Appleton, Wisconsin is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role requires daily outbound calls, in-person customer meetings, and closing loans to meet performance targets.

Expect performance-based earnings and advancement opportunities within a supportive, growth-oriented branch. Candidates should have strong communication skills, experience in sales or collections, and the ability to handle a