Part-Time Financial Services Pro: Loans & Tax

World Finance Corporation of New Mexico; Grants (NM); On-site; USD 22,000 - 25,000; Part time

Benefits offered by this job

Bonus opportunities

Comprehensive benefits

401(k) with company match

Job summary

World Finance Corporation of New Mexico is seeking a part-time Financial Services Representative to drive loan sales and manage delinquent accounts. The role involves daily outbound calls, in-person customer meetings, and handling tax preparation services with a focus on meeting performance goals.

Benefits include comprehensive health coverage, retirement plans with 401(k) matching, and a strong emphasis on work-life balance.

Qualifications

• High school diploma or equivalent.
• Valid driver's license and reliable transportation.
• Must be able to independently perform bank runs including transporting deposits.
• Experience in sales, customer service, collections, or account management with measurable results.

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 arranging payment plans.
• Prepare individual tax returns and assist customers with tax questions in compliance with policies.
• Assist customers in person with loan applications, tax prep services, payments, and account questions.
• Process payments, account updates, and tax documents; maintain accurate records.
• Balance cash, complete bank runs, and deliver deposits as required.

Skills

Sales

Customer Service

Collections

Account Management

High-Volume Calls

Communication

Problem-Solving

Data Entry

Education

High School Diploma

Tools

Microsoft Office

Job description

World Finance Corporation of New Mexico is seeking a part-time Financial Services Representative to drive loan sales and manage delinquent accounts. The role involves daily outbound calls, in-person customer meetings, and handling tax preparation services with a focus on meeting performance goals.

Benefits include comprehensive health coverage, retirement plans with 401(k) matching, and a strong emphasis on work-life balance.