Loan Sales & Tax Services Specialist — Growth Path

World Finance; Lovington (NM); Presencial; USD 22.000 - 23.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Medical, dental, vision

Life insurance

Long-term disability

401(k) with company match

Paid holidays

Vacation time

Volunteer time

Descripción de la vacante

World Finance is seeking a Financial Services Representative in Lovington, NM to drive loan sales, manage past-due accounts, and assist customers with tax services. This in-person role requires daily outbound calls, high-volume collections, and meeting performance goals.

You will handle loan applications, collect payments, prepare tax returns, and work closely with customers to offer financial products. The position offers performance-based earnings and opportunities for advancement.

Formación

• High school diploma or equivalent.
• Valid driver’s license and transportation.
• Ability to obtain insurance licensing.
• Experience in sales, customer service, collections, or account management with measurable results.
• Experience handling high-volume calls and difficult conversations.
• Track record of meeting or exceeding goals.
• Strong communication and organizational skills.
• Basic computer/data-entry skills.

Responsabilidades

• 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.

Conocimientos

Sales experience

Customer service

Collections

Account management

Communication skills

Data entry

Problem solving

Educación

High school diploma

Herramientas

CRM software

Descripción del empleo

World Finance is seeking a Financial Services Representative in Lovington, NM to drive loan sales, manage past-due accounts, and assist customers with tax services. This in-person role requires daily outbound calls, high-volume collections, and meeting performance goals.

You will handle loan applications, collect payments, prepare tax returns, and work closely with customers to offer financial products. The position offers performance-based earnings and opportunities for advancement.