Loan & Tax Services Specialist (Temp)

World Finance; Elizabethtown (KY); On-site; USD 21,000 - 23,000; Full time

Benefits offered by this job

Promote-from-within culture

Performance-based earnings

Comprehensive benefits for all stages

401(k) with company match

Job summary

World Finance seeks a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and prepare tax returns. You will perform daily outbound calls, meet customers in person, and close loans while balancing cash and processing deposits.

This role offers performance-based bonuses and advancement opportunities. We value strong communication, high-volume call handling, and the ability to work in a fast-paced environment.

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 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

Customer Service

Collections

Account Management

High-Volume Calls

Communication

Education

High school diploma or equivalent

Job description

World Finance seeks a Financial Services Representative (Temporary) to drive loan sales, manage past-due accounts, and prepare tax returns. You will perform daily outbound calls, meet customers in person, and close loans while balancing cash and processing deposits.

This role offers performance-based bonuses and advancement opportunities. We value strong communication, high-volume call handling, and the ability to work in a fast-paced environment.