Loans, Collections & Tax Services Specialist

World Finance; Metairie (LA); On-site; USD 17,000 - 24,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

401(k) with match

Volunteer time off

Predictable schedules

Job summary

World Finance in Metairie, LA is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, prepare tax returns, and assist customers with financial needs. This role involves daily outbound calling, in-person meetings, and closing loans in a fast-paced branch environment.

The ideal candidate has strong sales and customer-service skills, can handle high-volume calls, and is comfortable meeting performance goals across sales, collections, tax services, and branch

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

Experience in sales, customer service,

High-volume calls

Goal-oriented

Communication skills

Data entry accuracy

Education

High school diploma or equivalent

Job description

World Finance in Metairie, LA is seeking a Financial Services Representative to drive loan sales, manage delinquent accounts, prepare tax returns, and assist customers with financial needs. This role involves daily outbound calling, in-person meetings, and closing loans in a fast-paced branch environment.

The ideal candidate has strong sales and customer-service skills, can handle high-volume calls, and is comfortable meeting performance goals across sales, collections, tax services, and branch