Loan Sales & Tax Services Specialist – Growth Path

World Finance; Abilene (TX); On-site; USD 21,000 - 25,000; Full time

Benefits offered by this job

Major medical

Dental

Vision

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Paid vacation

Volunteer time

Predictable schedules

Job summary

World Finance is seeking a Financial Services Representative in Texas to drive loan sales and manage collections while assisting customers with tax services. The role involves daily outbound calling, in-person meetings, and meeting performance targets across sales, collections, tax services, and branch operations.

Qualified candidates will have strong communication skills, experience in high-volume environments, and the ability to multitask in a fast-paced setting.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls and difficult customer conversations.
• Track record of meeting or exceeding goals in a fast-paced environment.
• Strong communication, problem-solving, and organizational skills.

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 experience

Customer service

Collections

Account management

Job description

World Finance is seeking a Financial Services Representative in Texas to drive loan sales and manage collections while assisting customers with tax services. The role involves daily outbound calling, in-person meetings, and meeting performance targets across sales, collections, tax services, and branch operations.

Qualified candidates will have strong communication skills, experience in high-volume environments, and the ability to multitask in a fast-paced setting.