Loan & Tax Services Specialist — Growth & Bonuses

World Finance; Columbia (SC); Presencial; USD 22.000 - 23.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Health insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Mental health support

Descripción de la vacante

World Finance in Columbia, SC is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, prepare tax returns, and assist customers with their financial needs. You will make daily outbound calls, meet customers in person, and work toward performance targets across sales, collections, tax services, and branch operations.

This role offers performance-based earnings, opportunities for advancement, comprehensive benefits, a 401(k) with company match, and

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Sales

High-volume calls

Goal orientation

Communication

Problem-solving

Organization

Data entry

Computer skills

Educación

High School Diploma

Descripción del empleo

World Finance in Columbia, SC is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, prepare tax returns, and assist customers with their financial needs. You will make daily outbound calls, meet customers in person, and work toward performance targets across sales, collections, tax services, and branch operations.

This role offers performance-based earnings, opportunities for advancement, comprehensive benefits, a 401(k) with company match, and