Loan Sales & Tax Services Specialist

World Finance; Harker Heights (TX); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

401(k) with match

Paid holidays

Vacation time

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers in tax services and banking tasks. The role requires daily outbound calling, in-person meetings, and the ability to meet aggressive performance goals in a fast-paced environment.

The position offers an hourly wage of $15–$18 with bonus opportunities tied to branch performance and overall results, reflecting a strong promote-from-within culture and a commitment to

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.

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 generation; thrive in a high-volume 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 questions.
• 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.

Skills

Sales experience

Customer service

High-volume calls

Communication skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers in tax services and banking tasks. The role requires daily outbound calling, in-person meetings, and the ability to meet aggressive performance goals in a fast-paced environment.

The position offers an hourly wage of $15–$18 with bonus opportunities tied to branch performance and overall results, reflecting a strong promote-from-within culture and a commitment to