Loan & Tax Services Specialist — Growth Path

World Finance; Dixon (IL); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

Predictable schedules

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services in a busy branch setting. You will do daily outbound calls, meet with clients in person, and aim to close loans while upholding accuracy and compliance.

The role offers performance-based earnings and advancement opportunities within a supportive, community-focused culture that emphasizes work-life balance and customer service excellence.

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.
• Proven ability to handle high-volume calls and difficult conversations.
• Strong communication, problem-solving, and organizational skills.

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.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell products.
• Prepare individual tax returns and assist customers with tax questions.
• Assist customers in person with loan applications and tax preparation services.
• Process payments, account updates, tax documents, and document activity in systems.
• Maintain accurate records and compliant documentation including tax forms.
• Handle cash and perform 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 experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Data entry

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services in a busy branch setting. You will do daily outbound calls, meet with clients in person, and aim to close loans while upholding accuracy and compliance.

The role offers performance-based earnings and advancement opportunities within a supportive, community-focused culture that emphasizes work-life balance and customer service excellence.