Loan & Tax Services Specialist — High-Volume Sales

WAC-TX WFC Limited Partnership; United States; On-site; USD 19,000 - 28,000; Full time

Benefits offered by this job

Performance-based earnings

Comprehensive benefits

401(k) with company match

Paid holidays and vacation

Volunteer time

Job summary

World Finance is hiring a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. This role requires daily outbound calling, strong communication, and the ability to meet performance goals across sales, collections, tax services, and branch operations.

The position offers performance-based earnings with opportunities for advancement, and a comprehensive benefits package including medical, dental, vision, life insurance, disability, 401(k) with

Qualifications

• 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.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.

Responsibilities

• 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.
• Assist customers in person with loan applications, tax preparation services, payments, account questions, and issue resolution.
• Process payments, account updates, tax-related documentation, and document all activity in company systems.
• Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
• Handle and balance cash, and complete required 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

High-volume calls

Communication

Problem solving

Organizational skills

Education

High school diploma or equivalent

Job description

World Finance is hiring a Financial Services Representative to drive loan sales, manage past-due accounts, and prepare tax returns. This role requires daily outbound calling, strong communication, and the ability to meet performance goals across sales, collections, tax services, and branch operations.

The position offers performance-based earnings with opportunities for advancement, and a comprehensive benefits package including medical, dental, vision, life insurance, disability, 401(k) with