Loan Sales & Tax Services Specialist

World Finance; Murray (KY); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits for all stages

Retirement and time off

Community focus

Work-life balance

Job summary

World Finance in Murray, KY is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This role requires daily outbound calling, in-person meetings, and the ability to close loans while delivering excellent service.

You will work in a fast-paced branch environment with performance-based earnings opportunities and room for advancement as you help clients meet their financial needs and stay current on accounts.

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.
• Basic computer skills with accurate and consistent data entry.

Responsibilities

• Drive loan sales by taking applications, explain terms, and request business.
• Conduct substantial daily outbound outreach for collections, follow-up, tax services, and new business generation; thrive in a high-volume environment.
• Manage delinquent accounts by securing payments and arranging payment plans.
• Assist customers in person with loan applications and tax preparation services.
• Process payments, account updates, and tax documents; record activity in systems.
• Maintain accurate and compliant records; issue required letters and tax documents.
• Handle cash and deposits; balance cash and perform bank runs.
• Follow policies and regulatory requirements; complete training and meet targets.

Skills

Sales

Customer Service

Collections

Account Management

High-Volume Calls

Communication Skills

Problem Solving

Organization

Education

High school diploma or equivalent

Job description

World Finance in Murray, KY is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This role requires daily outbound calling, in-person meetings, and the ability to close loans while delivering excellent service.

You will work in a fast-paced branch environment with performance-based earnings opportunities and room for advancement as you help clients meet their financial needs and stay current on accounts.