Loan Sales & Tax Services Specialist

World Finance; Killeen (TX); On-site; USD 31,000 - 37,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

Life insurance

Long-term disability

Mental health support

401(k) match

Paid holidays

Vacation time

Volunteer time

Predictable schedules

Job summary

World Finance seeks a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and handle tax returns directly with customers. Expect daily outbound calls, in-person meetings, and closing loans, with a focus on performance-based earnings and branch growth.

The role requires fast-paced workload management and strong communication in a customer-focused setting. Compensation ranges from $15–$18 per hour plus bonus opportunities, reflecting location and

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult 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 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, follow-up, tax services, and new business.
• Manage delinquent accounts by securing payments and arranging payments.
• Contact borrowers to drive loan volume and cross-sell financial products.
• Prepare tax returns, gather documentation, and assist customers with tax questions.
• Assist customers in person with loan applications, tax services, payments, and inquiries.
• Process payments and account updates, and document activity in systems.
• Maintain accurate records, including tax documentation and credit denials.
• Handle cash and complete bank runs to deliver deposits.
• Follow company policies and regulatory requirements.
• Complete training and meet performance expectations in sales, collections, tax prep, and account management.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Organizational skills

Data entry

Education

High school diploma or equivalent

Job description

World Finance seeks a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and handle tax returns directly with customers. Expect daily outbound calls, in-person meetings, and closing loans, with a focus on performance-based earnings and branch growth.

The role requires fast-paced workload management and strong communication in a customer-focused setting. Compensation ranges from $15–$18 per hour plus bonus opportunities, reflecting location and