Loan Sales & Tax Services Specialist

WAC-IL World Finance Corporation of Illinois; Dixon (IL); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Paid volunteer time

Life insurance and disability

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, assist with tax preparations, and meet customer financial needs. Responsibilities include daily outbound outreach for collections, in-person customer interactions, and closing loans.

The role offers performance-based earnings with opportunities for advancement and comprehensive benefits. Strong communication and multitasking skills are essential in a fast-paced environment.

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.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, tax services, and new business generation; thrive in a high-volume environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Prepare individual tax returns and assist customers with tax-related questions in compliance with policies.
• 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 activity in systems.
• Maintain accurate records and handle cash and deposits according to procedures.

Skills

Sales

Customer service

Collections

Account management

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, assist with tax preparations, and meet customer financial needs. Responsibilities include daily outbound outreach for collections, in-person customer interactions, and closing loans.

The role offers performance-based earnings with opportunities for advancement and comprehensive benefits. Strong communication and multitasking skills are essential in a fast-paced environment.