Loan & Tax Services Specialist: High-Earning, Fast-Paced

World Finance; Ruidoso (NM); 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

Job summary

World Finance is hiring a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns. This on-site role requires daily outreach, in-person meetings, and the ability to close loans in a fast-paced environment.

You will balance sales, collections, tax services, and branch operations while delivering excellent customer service and meeting performance goals.

Qualifications

• High school diploma or equivalent required.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to obtain required insurance licensing.
• Must be able to independently perform all required bank runs, including transporting deposits.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Outbound daily calls for collections, follow-up on applications, 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 financial products and services.
• Prepare individual tax returns and assist customers with tax questions in compliance with policies and regulations.
• Assist customers in person with loan applications, tax preparation services, payments, and account questions.

Skills

Sales

Customer service

Collections

Account management

Communication

Problem-solving

Organizational skills

High-volume calls

Education

High school diploma

Job description

World Finance is hiring a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns. This on-site role requires daily outreach, in-person meetings, and the ability to close loans in a fast-paced environment.

You will balance sales, collections, tax services, and branch operations while delivering excellent customer service and meeting performance goals.