Loan Sales & Tax Services Specialist

World Finance; Neosho (MO); On-site; USD 22,000 - 28,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Vacation time

Volunteer time

Predictable schedules

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services in a fast-paced branch environment. The role involves daily outbound calls, in-person customer meetings, and closing loans to meet performance goals.

Compensation includes $16–$20 per hour plus performance-based bonus opportunities. The company emphasizes growth, internal advancement, and comprehensive benefits, with a strong focus on customer service

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 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.
• 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.

Skills

Sales experience

Customer service

High-volume calls

Goal achievement

Communication skills

Data entry

MS Office

Education

High school diploma or equivalent

Tools

MS Office

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services in a fast-paced branch environment. The role involves daily outbound calls, in-person customer meetings, and closing loans to meet performance goals.

Compensation includes $16–$20 per hour plus performance-based bonus opportunities. The company emphasizes growth, internal advancement, and comprehensive benefits, with a strong focus on customer service