Loan Sales & Tax Services Specialist

World Finance; Troy (AL); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Comprehensive benefits

401(k) with company match

Paid holidays & vacation

Job summary

World Finance is seeking a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and prepare tax returns. This role requires daily outbound calling, in-person meetings, and closing loans to meet performance goals across sales, collections, tax services, and branch operations.

The position offers performance-based earnings, with comprehensive benefits including medical, dental, vision, life, disability, a 401(k) match, holidays, and vacation.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• Strong communication and organizational skills.

Responsibilities

• Drive and close loan sales by taking applications and explaining terms.
• Outbound daily outreach for collections, follow-ups, tax services, and new business.
• Manage delinquent accounts by securing payments and setting arrangements.
• Prepare individual tax returns and assist customers with tax questions.
• Assist customers in person with loan applications, tax prep, payments, and questions.
• Process payments, account updates, tax documents, and document activity in systems.
• Maintain accurate records, including loan denials and tax documents; balance cash and deposits.
• Follow policies and complete required training; meet sales, collections, tax, and account management goals.

Skills

Sales experience

Customer service

High-volume calls

Account management

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and prepare tax returns. This role requires daily outbound calling, in-person meetings, and closing loans to meet performance goals across sales, collections, tax services, and branch operations.

The position offers performance-based earnings, with comprehensive benefits including medical, dental, vision, life, disability, a 401(k) match, holidays, and vacation.