Loan Sales & Financial Services Specialist

World Finance; Shawnee (OK); Sur place; USD 21 000 - 25 000; Plein temps

Avantages offerts par ce poste

Growth opportunities

Promote-from-within

Performance bonuses

Benefits package

401(k) with match

Volunteer time

Work-life balance

Résumé du poste

World Finance is seeking a Financial Services Representative in Shawnee, Oklahoma. The role combines loan sales, collections, and tax services, with in-person customer meetings and outbound calls to drive business and assets.

You will manage delinquent accounts, assist with tax preparation, and support branch operations in a fast-paced environment. The position offers performance-based earnings and advancement opportunities, along with comprehensive benefits and a strong focus on work-life

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.

Responsabilités

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and identify opportunities for additional financial products and services.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax-related questions in compliance with company policies and applicable regulations.
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
• Handle and balance cash, and complete required bank runs to deliver deposits.
• Follow company policies, procedures, and regulatory requirements.
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Connaissances

Sales experience

Customer service

Collections

Account management

Strong communication

Problem solving

Data entry

Formation

High school diploma

Outils

CRM software

Description du poste

World Finance is seeking a Financial Services Representative in Shawnee, Oklahoma. The role combines loan sales, collections, and tax services, with in-person customer meetings and outbound calls to drive business and assets.

You will manage delinquent accounts, assist with tax preparation, and support branch operations in a fast-paced environment. The position offers performance-based earnings and advancement opportunities, along with comprehensive benefits and a strong focus on work-life