Loan Sales & Tax Services Specialist

World Finance; Montgomery (AL); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Promote-from-within culture

Performance-based earnings

Comprehensive benefits for all stages

401(k) with company match

Paid holidays and vacation

Volunteer time off

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns. This in-person role requires daily outbound calling, high-volume collections, and strong client interaction to meet financial needs.

The position offers performance-based earnings with opportunities for advancement, comprehensive benefits, and a stable schedule in a fast-paced branch environment.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to independently perform all required bank runs, including transporting deposits.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, 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 & customer service

High-volume calls

Goal-oriented

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 with tax returns. This in-person role requires daily outbound calling, high-volume collections, and strong client interaction to meet financial needs.

The position offers performance-based earnings with opportunities for advancement, comprehensive benefits, and a stable schedule in a fast-paced branch environment.