Loans & Tax Services Specialist

World Finance; Texarkana (TX); On-site; USD 21,000 - 22,000; Full time

Benefits offered by this job

Performance-based bonus opportunities

Medical, dental, vision, life insured

401(k) with company match

Paid holidays and vacation

Job summary

World Finance is hiring a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calling, in-person customer meetings, and closing loans to meet financial needs.

This position offers performance-based earnings and advancement opportunities within a fast-paced branch environment, with a strong emphasis on sales, collections, tax services, and exceptional customer service.

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 daily outbound outreach for collections, tax services, and new business, 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 experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem-solving

Organizational skills

Data entry

Education

High school diploma or equivalent

Insurance licensing eligibility

Job description

World Finance is hiring a Financial Services Representative (FSR) to drive loan sales, manage past-due accounts, and prepare tax returns. The role involves daily outbound calling, in-person customer meetings, and closing loans to meet financial needs.

This position offers performance-based earnings and advancement opportunities within a fast-paced branch environment, with a strong emphasis on sales, collections, tax services, and exceptional customer service.