Loans, Tax & Collections Specialist

WAC-TX WFC Limited Partnership; San Antonio (TX); On-site; USD 22,000 - 25,000; Full time

Benefits offered by this job

Promote-from-within culture

401(k) with company match

Paid holidays and vacation

Life insurance and long-term disabled

Free mental health support

Competitive performance-based earnings

Job summary

World Finance is seeking a Financial Services Representative in Texas to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers with financial needs. The role involves daily outbound calls, in-person meetings, and closing loans in a fast-paced environment.

You will have the opportunity for performance-based earnings and advancement, with comprehensive benefits and a strong focus on community impact.

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.
• Ability to obtain required insurance licensing.

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.

Skills

Sales experience

Customer service

Collections

Account management

Communication skills

Problem solving

Education

High school diploma or equivalent

Tools

CRM software

Data entry

Job description

World Finance is seeking a Financial Services Representative in Texas to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers with financial needs. The role involves daily outbound calls, in-person meetings, and closing loans in a fast-paced environment.

You will have the opportunity for performance-based earnings and advancement, with comprehensive benefits and a strong focus on community impact.