Loans & Tax Services Specialist — Growth Path

World Finance; Houston (TX); Hybrid; USD 22,000 - 23,000; Full time

Benefits offered by this job

Benefits package

401(k) with match

Paid holidays

Vacation time

Life insurance

Long-term disability

Mental health support

Volunteer time

Job summary

World Finance in Houston, TX is seeking a motivated Financial Services Representative to drive loan sales, explain terms, and guide customers through applications in a fast-paced, phone-driven environment. You will perform collections outreach, manage delinquent accounts, assist with tax preparation, and process payments while maintaining compliant records.

The role offers $16-$17 per hour, performance-based bonuses, and a comprehensive benefits package designed for work-life balance and growth

Qualifications

• High school diploma or equivalent required.
• Valid driver’s license and reliable transportation.
• 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, 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.
• 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

Education

High school diploma or equivalent

Job description

World Finance in Houston, TX is seeking a motivated Financial Services Representative to drive loan sales, explain terms, and guide customers through applications in a fast-paced, phone-driven environment. You will perform collections outreach, manage delinquent accounts, assist with tax preparation, and process payments while maintaining compliant records.

The role offers $16-$17 per hour, performance-based bonuses, and a comprehensive benefits package designed for work-life balance and growth