Loan Sales & Tax Services Specialist

World Finance; Magee (MS); In loco; USD 21.000 - 23.000; Tempo pieno

Vantaggi offerti da questo lavoro

Growth opportunities

Promotion from within

Performance-based earnings

Medical/dental/vision insurance

Life insurance

401(k) with company match

Paid holidays and vacation

Volunteer time

Predictable schedules

Descrizione del lavoro

World Finance is hiring a Financial Services Representative in a fast-paced, office-based role in the United States. You will drive loan sales, manage delinquent accounts, and assist customers with tax preparation and related services while maintaining accurate records and following regulatory guidelines.

The position offers daily outbound calling, in-person customer interactions, and opportunities for performance-based earnings within a supportive, growth-oriented team environment.

Competenze

• 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.

Mansioni

• 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.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell products.
• Prepare individual tax returns and assist customers with tax questions.
• Assist customers in person with loan applications and tax preparation services.
• Process payments, account updates, and tax documents in company systems.
• Maintain accurate records including tax documentation and credit denials.
• Handle cash and perform bank runs for deposits.
• Follow company policies and regulatory requirements.
• Complete training and meet performance expectations for sales, collections, tax preparation, and account management.

Conoscenze

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication skills

Problem solving

Organizational skills

Data entry

Formazione

High school diploma or equivalent

Strumenti

Basic computer skills

Descrizione del lavoro

World Finance is hiring a Financial Services Representative in a fast-paced, office-based role in the United States. You will drive loan sales, manage delinquent accounts, and assist customers with tax preparation and related services while maintaining accurate records and following regulatory guidelines.

The position offers daily outbound calling, in-person customer interactions, and opportunities for performance-based earnings within a supportive, growth-oriented team environment.