Loan Sales & Financial Services Specialist

WAC-TX WFC Limited Partnership; Pearland (TX); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

401(k) with company match

Paid holidays and vacation

Medical, dental, vision, life ins.

Free mental health support

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax returns. The role involves daily outbound calls, in-person meetings, and meeting performance targets across sales, collections, tax services, and branch operations.

The position offers performance-based earnings with the potential for advancement along with comprehensive benefits and a supportive work culture.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving, and organizational skills.

Responsibilities

• Drive loan sales and promote additional financial products.
• Manage delinquent accounts and collect payments.
• Assist customers with tax preparation and related services.
• Support in-person loan applications, payments, and account inquiries.
• Maintain accurate records and process daily transactions.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Education

High school diploma

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax returns. The role involves daily outbound calls, in-person meetings, and meeting performance targets across sales, collections, tax services, and branch operations.

The position offers performance-based earnings with the potential for advancement along with comprehensive benefits and a supportive work culture.