Loan Sales & Tax Services Specialist

World Finance Corporation of New Mexico; Tucumcari (NM); On-site; USD 22,000 - 23,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Job summary

World Finance Corporation of New Mexico is seeking a Financial Services Representative to drive loan sales, handle collections, and assist with tax preparation. The role involves daily outbound calls, in-person customer interactions, and handling payments and documentation in a fast-paced environment.

The position offers performance-based earnings, a comprehensive benefits package, and opportunities for advancement within a growth‑oriented company.

Qualifications

• High school diploma or equivalent.
• Valid driver''s license and reliable transportation.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management with measurable results.
• Must be able to independently perform all required bank runs.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, application follow-up, tax services, and new business generation; thrive in a high-volume, phone-intensive environment.
• 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 in compliance with company policies and applicable regulations.
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
• Handle and balance cash, and complete required bank runs to deliver deposits.
• Follow company policies, procedures, and regulatory requirements.
• Complete required training and meet performance expectations for sales, collections, tax preparation, and account management.

Skills

Sales

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Organizational skills

Education

High school diploma

Tools

Data entry

Job description

World Finance Corporation of New Mexico is seeking a Financial Services Representative to drive loan sales, handle collections, and assist with tax preparation. The role involves daily outbound calls, in-person customer interactions, and handling payments and documentation in a fast-paced environment.

The position offers performance-based earnings, a comprehensive benefits package, and opportunities for advancement within a growth‑oriented company.