Loan Sales & Financial Services Specialist

World Finance; Andrews (TX); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within

Performance bonuses

Comprehensive benefits

401(k) match

Paid holidays

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and provide tax and financial services to customers. Expect daily outbound calling, in-person meetings, and performance-based earnings in a fast-paced, customer-focused environment.

The role involves closing loans, assisting with tax preparation, and delivering excellent service across branches, with career advancement opportunities and comprehensive benefits.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult customer conversations.
• Track record of meeting or exceeding goals in a fast-paced environment.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.
• Experience in banking, retail, restaurants, hospitality, or similar customer-facing roles is preferred.

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.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell.
• Prepare individual tax returns and assist customers with tax questions.
• Assist customers in person with loan applications, tax services, and payments.
• Process payments, updates, and tax documents in company systems.
• Maintain accurate records and comply with regulations.
• Handle cash and complete bank deposits.
• Follow policies and complete training; meet performance goals.

Skills

Sales experience

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, manage past-due accounts, and provide tax and financial services to customers. Expect daily outbound calling, in-person meetings, and performance-based earnings in a fast-paced, customer-focused environment.

The role involves closing loans, assisting with tax preparation, and delivering excellent service across branches, with career advancement opportunities and comprehensive benefits.