Loan Sales & Tax Services Specialist

World Finance; Dickson (TN); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Life insurance

401(k) match

Paid holidays

Paid vacation

Mental health support

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative in Dickson, TN to drive loan sales, manage past-due accounts, and assist customers with tax and financial services. The role involves heavy outbound calling, in-person meetings, and achieving performance targets across sales, collections, tax services, and branch operations.

Key responsibilities include handling applications, explaining loan terms, collecting payments, and maintaining compliant records.

Qualifications

• High school diploma or equivalent.
• Valid driver's license, reliable transportation, and current insurance.
• 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.
• Basic computer skills with accurate data entry.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound outreach for collections, tax services, and new business.
• Manage delinquent accounts by securing payments and arranging payment plans.
• Assist customers in person with loan applications, tax preparation, payments, and issue resolution.
• Process payments, updates, and tax documentation in company systems.
• Maintain accurate records and complete required compliance tasks.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative in Dickson, TN to drive loan sales, manage past-due accounts, and assist customers with tax and financial services. The role involves heavy outbound calling, in-person meetings, and achieving performance targets across sales, collections, tax services, and branch operations.

Key responsibilities include handling applications, explaining loan terms, collecting payments, and maintaining compliant records.