Loan Sales & Tax Services Specialist

WAC-NM World Finance Corporation of New Mexico; Roswell (NM); Presencial; USD 22.000 - 23.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

401(k) with company match

Paid holidays and vacation

Life insurance

Long-term disability

Free mental health support

Descripción de la vacante

WAC-NM World Finance Corporation of New Mexico is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax preparation and financial services in a fast-paced, in-person branch environment.

The role requires daily outbound calls, strong communication skills, and the ability to meet performance goals across sales, collections, tax services, and branch operations.

Formación

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult 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.

Responsabilidades

• 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.
• 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.
• Prepare individual tax returns, gather and review required documentation, and assist customers with tax questions.
• Assist customers in person with loan applications, tax preparation services, payments, and issue resolution.
• Process payments and update accounts; document all activity in company systems.
• Maintain accurate records, including tax documentation and credit denial letters.
• Handle and balance cash and perform bank runs as needed.

Conocimientos

Sales

Customer service

Collections

Account management

Communication

Data entry

Educación

High school diploma or equivalent

Descripción del empleo

WAC-NM World Finance Corporation of New Mexico is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, and assist customers with tax preparation and financial services in a fast-paced, in-person branch environment.

The role requires daily outbound calls, strong communication skills, and the ability to meet performance goals across sales, collections, tax services, and branch operations.