Loan Sales & Tax Services Specialist

WFC Limited Partnership; San Antonio (TX); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

401(k) with company match

Paid holidays

Vacation time

Health, dental, vision, life insurance

Long-term disability

Mental health support

Job summary

World Finance is seeking a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and assist customers with tax returns and related services. The role requires daily outbound calling, in-person meetings, and strong organizational skills in a fast-paced environment.

The position offers a base wage of $16–$18 per hour with performance-based bonus opportunities and comprehensive benefits.

Qualifications

• High school diploma or equivalent is required.
• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.

Responsibilities

• Drive loan sales by taking applications and explaining terms.
• Conduct daily outbound outreach for collections, tax services, and new business generation.
• Assist customers in person with loan applications and tax preparation services.
• Process payments, update accounts, and document activity in systems.
• Maintain accurate records and balance cash as required.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and assist customers with tax returns and related services. The role requires daily outbound calling, in-person meetings, and strong organizational skills in a fast-paced environment.

The position offers a base wage of $16–$18 per hour with performance-based bonus opportunities and comprehensive benefits.