Loan Sales & Tax Services Specialist

World Finance; Marietta (GA); On-site; USD 22,000 - 23,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative in Marietta, GA to drive loan sales, manage past-due accounts, and prepare tax returns. The role requires daily outbound calls, in-person customer meetings, and closing loans to meet performance goals.

It offers performance-based earnings and advancement opportunities in a fast-paced banking environment. The position emphasizes high-volume outreach, responsible cash handling, and accurate recordkeeping while serving customers with

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.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive 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-related questions in compliance with company policies and applicable regulations.
• 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.
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
• Handle and balance cash, and complete required bank runs to deliver deposits.
• Follow company policies, procedures, and regulatory requirements.
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management

Skills

Sales experience

Outbound calling

Customer service

Money handling

Communication

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative in Marietta, GA to drive loan sales, manage past-due accounts, and prepare tax returns. The role requires daily outbound calls, in-person customer meetings, and closing loans to meet performance goals.

It offers performance-based earnings and advancement opportunities in a fast-paced banking environment. The position emphasizes high-volume outreach, responsible cash handling, and accurate recordkeeping while serving customers with