Loan Sales & Financial Services Specialist

WFC Limited Partnership; Bonham (TX); Sur place; USD 32 000 - 42 000; Plein temps

Avantages offerts par ce poste

Growth opportunities

Promote-from-within culture

Bonus opportunities

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

Predictable schedules

Résumé du poste

World Finance is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax preparation and loan applications. This in-person role requires daily outbound outreach, collections activity, and strong interpersonal skills to meet performance targets.

You will work at a busy branch environment, balancing sales, collections, tax services, and account management while providing reliable customer service and support.

Qualifications

• Experience in sales, collections, or customer-facing roles with measurable results.
• Strong communication and organizational skills.
• Ability to handle high-volume calls and difficult conversations.
• Proven track record of meeting or exceeding goals in a fast-paced environment.

Responsabilités

• Drive and close loan applications; explain terms and request business.
• Outbound outreach for collections, tax services, and new business generation.
• Assist customers with tax preparation and loan-related questions in person.
• Maintain accurate records and process payments and deposits.

Connaissances

Sales ability

Customer service

High-volume calls

Problem solving

Communication

Formation

High school diploma

Description du poste

World Finance is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax preparation and loan applications. This in-person role requires daily outbound outreach, collections activity, and strong interpersonal skills to meet performance targets.

You will work at a busy branch environment, balancing sales, collections, tax services, and account management while providing reliable customer service and support.