Loan & Tax Services Specialist — Growth & Bonuses

World Finance; Tennessee; Híbrido; USD 22.000 - 23.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Promote-from-within culture

Comprehensive benefits for all stages

401(k) with company match

Descripción de la vacante

World Finance is seeking a Financial Services Representative in Livingston, TN to drive loan sales, manage delinquent accounts, and assist customers with tax and financial services in person. The role involves daily outbound calls, high-volume collection activity, and close collaboration with branch staff.

You will explain loan terms, collect payments, prepare tax returns, balance cash, and maintain accurate records while delivering friendly, compliant customer service.

Formación

• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult conversations.
• Proven track record of meeting 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 outreach for collections, tax services, and new business generation.
• Manage delinquent accounts by securing payments and setting payment arrangements.
• Prepare individual tax returns and assist customers with tax questions in compliance with policies.

Conocimientos

Sales

Customer service

Collections

Account management

Educación

High school diploma or equivalent

Herramientas

CRM systems

Descripción del empleo

World Finance is seeking a Financial Services Representative in Livingston, TN to drive loan sales, manage delinquent accounts, and assist customers with tax and financial services in person. The role involves daily outbound calls, high-volume collection activity, and close collaboration with branch staff.

You will explain loan terms, collect payments, prepare tax returns, balance cash, and maintain accurate records while delivering friendly, compliant customer service.