Part-Time Financial Services Specialist: Loans & Tax Growth

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

Benefits offered by this job

Growth opportunities

Promotions from within

Performance bonuses

Comprehensive benefits

401(k) with match

Paid holidays and vacation

Volunteer time

Job summary

World Finance seeks a part-time Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns and financial needs. This role requires daily outbound calling, in-person meetings, and ability to close loans while handling a fast-paced workload.

Applicants should have a high school diploma, reliable transportation, and the ability to obtain necessary licensing.

Qualifications

• High school diploma or equivalent.
• Valid driver's license and current insurance.
• Ability to perform bank runs including transporting deposits.
• Ability to obtain required insurance licensing.
• 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, 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.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calls

Communication

Problem solving

Data entry

Education

High school diploma

Job description

World Finance seeks a part-time Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax returns and financial needs. This role requires daily outbound calling, in-person meetings, and ability to close loans while handling a fast-paced workload.

Applicants should have a high school diploma, reliable transportation, and the ability to obtain necessary licensing.