Loans & Tax Services Specialist – Growth & Collections

WAC-TX WFC Limited Partnership; Austin (TX); On-site; USD 23,000 - 28,000; Full time

Benefits offered by this job

Medical

Dental

Vision

Life insurance

Long-term disability

Mental health support

401(k) with company match

Paid holidays

Vacation time

Volunteer time

Job summary

World Finance is seeking a Financial Services Representative to drive loan sales, manage past‑due accounts, and assist customers with tax services. The role requires daily outbound calls, in‑person customer meetings, and the ability to close loans while meeting performance goals.

Compensation is $17–$20 per hour with bonus opportunities based on branch performance and individual results. This role offers opportunities for growth within a performance‑driven, customer‑focused environment with

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.

Responsibilities

• Drive and close loan sales by taking applications, explaining terms, and asking for the business.
• Conduct substantial daily outbound 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 cross‑sell financial products.
• Prepare individual tax returns and assist customers with tax questions in compliance with policies.
• Assist customers in person with loan applications, tax preparation, payments, and account questions.

Skills

Sales experience

Customer service

Collections

Account management

Education

High school diploma or equivalent

Job description

World Finance is seeking a Financial Services Representative to drive loan sales, manage past‑due accounts, and assist customers with tax services. The role requires daily outbound calls, in‑person customer meetings, and the ability to close loans while meeting performance goals.

Compensation is $17–$20 per hour with bonus opportunities based on branch performance and individual results. This role offers opportunities for growth within a performance‑driven, customer‑focused environment with