Loans & Tax Services Specialist

World Finance; Cleveland (TX); Hybrid; USD 19,000 - 25,000; Full time

Benefits offered by this job

Strong growth opportunities

Promote-from-within culture

Performance-based earnings

Comprehensive benefits

Retirement plan

Volunteer time

Work-life balance

Job summary

World Finance is seeking a Financial Services Representative in the United States to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers in person and by phone. The role requires daily outbound calls, high-volume collections, and meeting performance goals across sales, collections, tax services, and branch operations.

Expect opportunities for performance-based earnings and advancement within a company that values growth, internal promotion, and a broad benefits

Qualifications

• Experience in sales, customer service, collections, or account management with measurable results.
• Ability to handle high-volume calls and difficult customer conversations.
• Track record of meeting or exceeding goals in a fast-paced environment.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound customer outreach for collections, tax services, and new business generation.
• 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 and assist customers with tax-related questions in compliance with policies.
• Assist customers in person with loan applications, tax preparation services, and account questions.

Skills

Sales experience

Customer service

Collections

Tax services

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative in the United States to drive loan sales, manage past-due accounts, prepare tax returns, and assist customers in person and by phone. The role requires daily outbound calls, high-volume collections, and meeting performance goals across sales, collections, tax services, and branch operations.

Expect opportunities for performance-based earnings and advancement within a company that values growth, internal promotion, and a broad benefits