Loan Sales & Financial Services Specialist

World Finance; Shreveport (LA); On-site; USD 22,000 - 29,000; Full time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits

401(k) with company match

Paid holidays

Vacation time

Mental health support

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This in-branch role requires daily outbound calling, in-person meetings, and the ability to close loans while maintaining accurate records.

You will balance sales and collections targets in a fast-paced environment, benefit from performance-based earnings, comprehensive benefits, and clear advancement paths in a promote-from-within culture.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation
• Ability to obtain required insurance licensing

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business
• Conduct substantial daily outbound outreach for collections, applications, 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

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Organizational skills

Data entry

Education

High school diploma

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This in-branch role requires daily outbound calling, in-person meetings, and the ability to close loans while maintaining accurate records.

You will balance sales and collections targets in a fast-paced environment, benefit from performance-based earnings, comprehensive benefits, and clear advancement paths in a promote-from-within culture.