Loan & Tax Services Specialist

WAC-NM World Finance Corporation of New Mexico; Thoreau (NM); On-site; USD 17,000 - 24,000; Full time

Benefits offered by this job

Health benefits for all stages of life

401(k) with company match

Paid holidays and vacation

Performance-based bonuses

Job summary

World Finance seeks a Financial Services Representative Part Time to drive loan sales, manage past-due accounts, and assist with tax preparation. The role involves daily outbound calling, in-person customer meetings, and balancing sales with collections in a fast-paced branch setting.

Compensation starts at $15/hour, with performance-based bonuses and potential for advancement. Strong communication and reliability are essential for success and growth within the company.

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Strong communication, problem-solving, and organizational skills.
• Ability to handle high-volume calls and difficult conversations.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Outbound daily outreach for collections, tax services, and new business generation in a high-volume environment.
• 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, tax-related documentation, and document activity in systems.
• Follow company policies, procedures, and regulatory requirements.

Skills

Sales experience

Customer service

Collections

Account management

Strong communication

Education

High school diploma

Tools

CRM systems

Job description

World Finance seeks a Financial Services Representative Part Time to drive loan sales, manage past-due accounts, and assist with tax preparation. The role involves daily outbound calling, in-person customer meetings, and balancing sales with collections in a fast-paced branch setting.

Compensation starts at $15/hour, with performance-based bonuses and potential for advancement. Strong communication and reliability are essential for success and growth within the company.