Part-Time Loan & Tax Services Advisor

WAC-NM World Finance Corporation of New Mexico; Bloomfield (NM); Vor Ort; USD 22.000 - 25.000; Teilzeit

Benefits dieser Stelle

Growth opportunities

Promote-from-within

Performance-based pay

Benefits package

401(k) match

Volunteer time

Work-life balance

Zusammenfassung

World Finance is seeking a part-time Financial Services Representative to drive loan sales and manage customer accounts across in-person and outbound channels. You will handle delinquencies, prepare tax returns, and deliver exceptional service while meeting branch performance goals.

This role emphasizes daily outreach, precise data entry, and compliant record-keeping. It offers performance-based earnings, comprehensive benefits, and opportunities for advancement within a growing network of 16

Qualifikationen

• 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.
• Strong communication, problem-solving, and organizational skills.
• Basic computer skills with accurate and consistent data entry.

Aufgaben

• 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

Kenntnisse

Sales experience

Customer service

Collections

Account management

Ausbildung

High school diploma or equivalent

Jobbeschreibung

World Finance is seeking a part-time Financial Services Representative to drive loan sales and manage customer accounts across in-person and outbound channels. You will handle delinquencies, prepare tax returns, and deliver exceptional service while meeting branch performance goals.

This role emphasizes daily outreach, precise data entry, and compliant record-keeping. It offers performance-based earnings, comprehensive benefits, and opportunities for advancement within a growing network of 16