Loan & Tax Services Specialist — Growth & Bonus

World Finance Company of Oklahoma, LLC; Ardmore (OK); On-site; USD 21,000 - 24,000; Full time

Benefits offered by this job

Performance bonus

Medical benefits

Dental & Vision

Life Insurance

Disability Insurance

Mental health support

401(k) with match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance Company of Oklahoma, LLC seeks a Financial Services Representative to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers in person with financial needs. The role requires daily high-volume outbound calls, meeting with customers, and closing loans in a fast-paced environment.

You will handle collections, verify documentation, perform tax-related tasks, and provide exceptional service at our Ardmore branch.

Qualifications

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation.
• 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.
• Basic computer skills with accurate and consistent data entry.

Responsibilities

• 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.

Skills

Sales

Customer Service

Collections

Account Management

High-volume Calls

Communication

Problem Solving

Organizational Skills

Education

High School Diploma

Job description

World Finance Company of Oklahoma, LLC seeks a Financial Services Representative to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers in person with financial needs. The role requires daily high-volume outbound calls, meeting with customers, and closing loans in a fast-paced environment.

You will handle collections, verify documentation, perform tax-related tasks, and provide exceptional service at our Ardmore branch.