Loan Sales & Tax Services Specialist

WAC-NM World Finance Corporation of New Mexico; Lovington (NM); Vor Ort; USD 22.000 - 23.000; Vollzeit

Benefits dieser Stelle

Strong growth opportunities

Promote-from-within culture

Bonus opportunities

Comprehensive benefits

401(k) with company match

Volunteer time

Work-life balance

Zusammenfassung

World Finance is seeking a Financial Services Representative in Lovington, NM to drive loan sales, manage accounts, and assist customers with tax services and payments. The role requires daily outbound calls, in-person meetings, and timely closing of loans, with a focus on meeting performance goals across sales, collections, tax services, and branch operations.

The ideal candidate will handle high-volume conversations with professionalism, maintain accurate records, and deliver excellent

Qualifikationen

• 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

Aufgaben

• Drive 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
• Manage delinquent accounts by securing payments and setting payment arrangements
• Contact borrowers to drive loan volume and identify opportunities for additional financial products
• Prepare individual tax returns and assist customers with tax questions
• Assist customers in person with loan applications, tax services, payments, questions
• Process payments, updates, tax documents, and document activity in systems
• Maintain accurate records and issue credit denial letters and tax docs
• Handle and balance cash and deliver deposits
• Follow company policies and regulatory requirements
• Complete required training and meet performance expectations

Kenntnisse

Sales experience

Customer service

Collections experience

Account management

High-volume calling

Communication skills

Problem-solving

Data entry

Ausbildung

High school diploma or equivalent

Jobbeschreibung

World Finance is seeking a Financial Services Representative in Lovington, NM to drive loan sales, manage accounts, and assist customers with tax services and payments. The role requires daily outbound calls, in-person meetings, and timely closing of loans, with a focus on meeting performance goals across sales, collections, tax services, and branch operations.

The ideal candidate will handle high-volume conversations with professionalism, maintain accurate records, and deliver excellent