Loans & Tax Services Specialist — Fast-Paced Growth

World Finance

Nashville (TN)

Hybrid

USD 23,000 - 28,000

Full time

14 days+

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Benefits offered by this job

Health insurance
Dental insurance
Vision insurance
Life insurance
Long-term disability
Mental health support
401(k) with company match
Paid holidays
Vacation time
Volunteer time

Job summary

World Finance in Nashville, TN seeks a Financial Services Representative to drive loan sales, handle past-due accounts, and prepare tax returns. You will perform daily outbound calls, meet customers in person, explain terms, and close loans to help the branch hit its goals.

This fast-paced role requires excellent communication and organizational skills, plus the ability to balance sales with collections. A valid driver’s license and the capacity to obtain required licenses are needed, with

Qualifications

  • High school diploma or equivalent.
  • Valid driver’s license and reliable transportation.
  • Must be able to independently perform all required bank runs, including transporting deposits.

Responsibilities

  • Drive and close loan sales by taking applications, explaining terms, and asking for the business.
  • Conduct substantial daily outbound outreach for collections, applications, 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.
  • Assist customers in person with loan applications, tax services, payments, and account questions.
  • Process payments and document activity in company systems; maintain accurate records.
  • Balance cash and perform bank runs to deliver deposits.

Skills

Sales
Customer service
Collections
Account management
High-volume calls

Education

High school diploma or equivalent

Job description

World Finance in Nashville, TN seeks a Financial Services Representative to drive loan sales, handle past-due accounts, and prepare tax returns. You will perform daily outbound calls, meet customers in person, explain terms, and close loans to help the branch hit its goals.

This fast-paced role requires excellent communication and organizational skills, plus the ability to balance sales with collections. A valid driver’s license and the capacity to obtain required licenses are needed, with

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