Loan Sales & Financial Services Rep

World Finance; Jane (MO); On-site; USD 25,000 - 28,000; Full time

Benefits offered by this job

401(k) with company match

Paid holidays

Vacation time

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax services and financial needs. The role involves daily outbound calling, in-person customer meetings, and closing loans in a fast-paced branch environment.

The FSR will process applications, collect payments, prepare tax returns, and provide excellent customer service while meeting performance goals and regulatory requirements.

Qualifications

• Experience in sales, collections or account management.
• Proven ability to handle high-volume calls and demanding conversations.
• Strong communication and organizational skills.

Responsibilities

• Drive and close loan sales by taking applications and explaining terms.
• Outbound outreach for collections, follow-up, tax services, and new business.
• Manage delinquent accounts: secure payments and payment arrangements.
• Contact borrowers to drive loan volume and identify opportunities for additional financial products.
• Prepare individual tax returns and assist customers with tax questions.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Organizational skills

Data entry

Basic computer skills

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax services and financial needs. The role involves daily outbound calling, in-person customer meetings, and closing loans in a fast-paced branch environment.

The FSR will process applications, collect payments, prepare tax returns, and provide excellent customer service while meeting performance goals and regulatory requirements.