Loans & Financial Services Advisor

World Finance; Cleveland (TX); Vor Ort; USD 18.000 - 26.000; Vollzeit

Benefits dieser Stelle

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits for all stages

Retirement and time off

Community focus

Work-life balance

Zusammenfassung

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers in person. The role involves daily outbound calling, high-volume collections, and closing loans, with performance-based earnings potential.

The position offers growth opportunities, a promote-from-within culture, comprehensive benefits, and a strong focus on work-life balance within a community-focused banking environment.

Qualifikationen

• 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.

Aufgaben

• 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

Kenntnisse

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Organizational skills

Data entry

Ausbildung

High school diploma or equivalent

Jobbeschreibung

World Finance is seeking a Financial Services Representative to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers in person. The role involves daily outbound calling, high-volume collections, and closing loans, with performance-based earnings potential.

The position offers growth opportunities, a promote-from-within culture, comprehensive benefits, and a strong focus on work-life balance within a community-focused banking environment.