Loan Sales & Tax Services Specialist

World-Finance-Company-of-Kentucky,-LLC; Mount Sterling (KY); On-site; USD 22,000 - 23,000; Full time

Benefits offered by this job

401(k) with company match

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance Kentucky is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation and financial needs. The role involves daily outbound calls, in-person meetings, and meeting performance targets in sales, collections, tax services, and branch operations.

We offer performance-based earnings opportunities, a comprehensive benefits package, and growth potential within a supportive, community-focused environment.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving, and organizational skills.
• Ability to meet or exceed goals in a fast-paced environment.

Responsibilities

• 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; thrive in a high-volume, phone-intensive environment.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• 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

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Organizational skills

Multitasking

Education

High school diploma or equivalent

Job description

World Finance Kentucky is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax preparation and financial needs. The role involves daily outbound calls, in-person meetings, and meeting performance targets in sales, collections, tax services, and branch operations.

We offer performance-based earnings opportunities, a comprehensive benefits package, and growth potential within a supportive, community-focused environment.