Loan Sales & Tax Services Pro — Performance Bonus

World Finance; Crowley (LA); Presencial; USD 21.000 - 23.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Free mental health support

Volunteer time

Descripción de la vacante

World Finance is hiring a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax preparation. This in-person role requires daily outbound calls, high-volume collections, and meeting performance goals across sales, collections, tax services, and branch operations.

Compensation ranges from $15 to $17 per hour, based on experience and location, with performance-based bonus opportunities.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Sales experience

Collections

Tax services

Communication skills

Problem solving

Multitasking

Data entry

Educación

High school diploma

Descripción del empleo

World Finance is hiring a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax preparation. This in-person role requires daily outbound calls, high-volume collections, and meeting performance goals across sales, collections, tax services, and branch operations.

Compensation ranges from $15 to $17 per hour, based on experience and location, with performance-based bonus opportunities.