Loan & Tax Services Specialist — Bonus Potential

World Finance; Roswell (NM); On-site; USD 22,000 - 23,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

Retirement and time off

Community focus

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative in Roswell, NM to drive loan sales, manage collections, and prepare tax returns. You will perform daily outbound calls, meet with customers in person, and close loans while sustaining current accounts.

The role offers performance-based earnings and room for advancement. Ideal candidates have experience in sales, customer service, and collections, plus the ability to handle fast-paced conversations and complex financial needs.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management with measurable results.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, tax services, and new business generation.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell financial products.
• Prepare individual tax returns and assist customers with tax-related questions.
• Assist customers in person with loan applications, tax prep, payments, and inquiries.
• Process payments, account updates, tax documentation, and log all activity.
• Maintain accurate records and regulatory-compliant documentation.
• Handle cash, balance cash drawers, and perform bank runs when needed.
• Follow company policies, procedures, and regulatory requirements.
• Complete required training and meet performance expectations across sales, collections, tax prep, and accounts.

Skills

Sales

Customer service

Collections

Account management

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative in Roswell, NM to drive loan sales, manage collections, and prepare tax returns. You will perform daily outbound calls, meet with customers in person, and close loans while sustaining current accounts.

The role offers performance-based earnings and room for advancement. Ideal candidates have experience in sales, customer service, and collections, plus the ability to handle fast-paced conversations and complex financial needs.