Performance-Based Loan & Tax Services Specialist

World Finance; Waco (TX); Hybrid; USD 21,000 - 25,000; Full time

Benefits offered by this job

Growth opportunities

Promote-from-within

Bonus opportunities

Benefits package

401(k) match

Paid time off

Volunteer time

Work-life balance

Job summary

World Finance in Texas seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This role requires daily outbound calling, in-person meetings, and the ability to close loans in a fast-paced environment.

You will balance sales goals with collections, process payments, and provide excellent customer service while benefiting from performance-based earnings, comprehensive benefits, and opportunities for advancement in a

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.
• Strong communication, problem‑solving, and organizational skills.

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

Customer service

Collections

Account management

Communication

Data entry

Education

High school diploma

Job description

World Finance in Texas seeks a Financial Services Representative to drive loan sales, manage past-due accounts, and assist customers with tax services. This role requires daily outbound calling, in-person meetings, and the ability to close loans in a fast-paced environment.

You will balance sales goals with collections, process payments, and provide excellent customer service while benefiting from performance-based earnings, comprehensive benefits, and opportunities for advancement in a