Loan Sales & Tax Services Specialist — Growth & Bonus Ready

WAC-TX WFC Limited Partnership; Andrews (TX); Sur place; USD 21 000 - 25 000; Plein temps

Avantages offerts par ce poste

Bonus opportunities

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Résumé du poste

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns while engaging customers in person and via outbound calls. The role offers performance-based earnings and opportunities for advancement in a fast-paced environment.

Compensation is $15–$18 per hour, based on experience and location, with a comprehensive benefits package and potential for growth across sales, collections, tax services, and branch operations.

Qualifications

• High school diploma or equivalent is required.
• Must have experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving, and organizational skills.

Responsabilités

• 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

Connaissances

Sales experience

Customer service

Collections

Account management

Communication skills

Problem solving

Formation

High school diploma or equivalent

Description du poste

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns while engaging customers in person and via outbound calls. The role offers performance-based earnings and opportunities for advancement in a fast-paced environment.

Compensation is $15–$18 per hour, based on experience and location, with a comprehensive benefits package and potential for growth across sales, collections, tax services, and branch operations.