Loan & Tax Services Specialist

WAC-TN World Finance Corporation of Tennessee

Dickson (TN)

On-site

USD 22,000 - 25,000

Full time

11 days ago

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Benefits offered by this job

401(k) match
Paid holidays
Vacation time
Health benefits
Vision insurance
Dental insurance
Life insurance
Long-term disability
Mental health support
Volunteer time

Job summary

WAC-TN World Finance Corporation of Tennessee is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calls, in-person meetings, and closing loans, with performance-based earnings and advancement opportunities.

Responsibilities include handling collections, assisting with tax services, and maintaining accurate records.

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 outreach for collections, application follow-up, tax services, and new business.
  • Manage delinquent accounts by securing payments and setting payment arrangements.
  • Contact approved, pending, and former borrowers to drive loan volume and identify opportunities.
  • Assist customers in person with loan applications, tax preparation services, and account questions.
  • Process payments, account updates, and tax-related documentation; document all activity.

Skills

Sales experience
Customer service
Collections
Account management
Communication
Problem solving
Organizational skills

Education

High school diploma or equivalent

Tools

CRM software
MS Office
Data entry

Job description

WAC-TN World Finance Corporation of Tennessee is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calls, in-person meetings, and closing loans, with performance-based earnings and advancement opportunities.

Responsibilities include handling collections, assisting with tax services, and maintaining accurate records.

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