Loan Sales, Collections & Tax Services Specialist

WAC-TX WFC Limited Partnership; Waco (TX); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

401(k) with company match

Health insurance

Dental and vision insurance

Long-term disability

Life insurance

Paid holidays and vacation

Free mental health support

Job summary

World Finance seeks a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and prepare tax returns while working directly with customers to meet financial needs.

The role involves daily outbound calling, in-person meetings, and closing loans, with opportunities for performance-based earnings and advancement. Benefits include comprehensive coverage and retirement plans through World Finance.

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.
• Outbound daily outreach for collections, applications, tax services, and new business generation in a high-volume environment.
• Manage delinquent accounts by securing payments and arranging payment plans.
• Assist customers in person with loan applications, tax preparation services, and account questions.
• Process payments and document all activity in company systems and maintain compliant records.

Skills

Sales

Customer service

Collections

Account management

Communication

Education

High school diploma

Tools

CRM systems

MS Office

Job description

World Finance seeks a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and prepare tax returns while working directly with customers to meet financial needs.

The role involves daily outbound calling, in-person meetings, and closing loans, with opportunities for performance-based earnings and advancement. Benefits include comprehensive coverage and retirement plans through World Finance.