Temporary Loan & Tax Services Specialist

WFC Limited Partnership; Killeen (TX); On-site; USD 21,000 - 25,000; Part time

Job summary

World Finance seeks a Financial Services Representative (Temporary) in Texas to drive loan sales, manage past-due accounts, and prepare tax returns for customers. The role requires daily outbound calls, in-person customer meetings, and closing loans to meet performance goals.

The position offers performance-based earnings, advancement opportunities, and comprehensive benefits. Candidates should be prepared for a fast-paced, customer-focused environment with cross-functional responsibilities in

Qualifications

• High school diploma or equivalent.
• Valid driver’s license and reliable transportation.
• Ability to obtain required insurance licensing.
• Experience in sales, customer service, collections, or account management with measurable results.
• Proven ability to handle high-volume calls.

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 in a high-volume environment.
• Manage delinquent accounts by securing payments and arranging payment plans.
• Contact approved, pending, and former borrowers to drive loan volume and cross-sell financial products.
• Prepare individual tax returns and assist customers with tax questions per policy.
• Assist customers in person with loan applications, tax prep, payments, and inquiries.
• Process payments, account updates, and tax docs; document activity in systems.

Skills

Sales experience

Customer service

Collections

Account management

High-volume calling

Communication skills

Problem-solving

Organizational skills

Data entry

In-person service

Education

High School Diploma

Job description

World Finance seeks a Financial Services Representative (Temporary) in Texas to drive loan sales, manage past-due accounts, and prepare tax returns for customers. The role requires daily outbound calls, in-person customer meetings, and closing loans to meet performance goals.

The position offers performance-based earnings, advancement opportunities, and comprehensive benefits. Candidates should be prepared for a fast-paced, customer-focused environment with cross-functional responsibilities in