Loan & Tax Services Specialist — High-Volume, Growth Path

World Finance; Belleville (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 for all stages

Retirement and time off

Community focus

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns in a fast-paced, in-branch setting. The role requires daily outbound calling, high-volume collections, in-person customer meetings, and closing loans while maintaining compliant records.

You will work toward performance targets across sales, collections, tax services, and branch operations, with growth and advancement opportunities within the company.

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.

Responsibilities

• 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 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 identify opportunities for additional financial products and services.
• Prepare individual tax returns and assist customers with tax questions.
• Assist customers in person with loan applications and tax preparation services.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication skills

Problem solving

Organizational skills

Data entry

Education

High school diploma

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns in a fast-paced, in-branch setting. The role requires daily outbound calling, high-volume collections, in-person customer meetings, and closing loans while maintaining compliant records.

You will work toward performance targets across sales, collections, tax services, and branch operations, with growth and advancement opportunities within the company.