Loan & Tax Services Specialist

World Finance; Champaign (IL); On-site; USD 22,000 - 25,000; Full time

Job summary

World Finance is seeking a Financial Services Representative in Champaign, IL who will drive loan sales, manage past-due accounts, and prepare tax returns while helping customers meet their financial needs. The role requires daily outbound calling, in-person meetings, and the ability to close loans in a fast-paced environment, with performance-based earnings and opportunities for advancement.

Candidates should have strong communication, problem-solving, and organizational skills, a high school

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult customer conversations.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound outreach for collections, tax services, and new business generation.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Assist customers in person with loan applications and tax preparation services.
• Process payments, account updates, and tax-related documentation; maintain records in company systems.

Skills

Sales / upselling

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Organizational skills

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative in Champaign, IL who will drive loan sales, manage past-due accounts, and prepare tax returns while helping customers meet their financial needs. The role requires daily outbound calling, in-person meetings, and the ability to close loans in a fast-paced environment, with performance-based earnings and opportunities for advancement.

Candidates should have strong communication, problem-solving, and organizational skills, a high school