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About the Role
The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares tax returns, and assists customers with their financial needs. This role involves daily outbound calling, collections, in-person customer interactions, and loan closings, with a focus on maintaining current accounts and generating new business. Success requires managing a fast-paced workload, handling difficult conversations, and meeting performance goals in sales, collections, tax services, and branch operations.
Responsibilities
- Drive and close loan sales by taking applications, explaining terms, and asking for the business
- Conduct substantial daily outbound customer outreach for collections, application follow-up, 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, gather and review required documentation, and assist customers with tax-related questions
- 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
Requirements
- High school diploma or equivalent
- Valid driver’s license, reliable transportation, and current insurance
- Must be able to independently perform all required bank runs, including transporting deposits, without relying on non-employees for transportation
- Ability to obtain required insurance licensing
Skills
- Sales
- Customer service
- Collections
- Account management
- High-volume calls
- Difficult customer conversations
- Meeting or exceeding goals in a fast-paced environment
- Strong communication
- Problem-solving
- Organizational skills
- Basic computer skills
- Accurate and consistent data entry
- Bilingual (Spanish)
Location
- Onsite
Work Type
- Full-time
Experience Level
- Based on experience
Education Level
- High school diploma or equivalent
Salary/Compensations
- $17–$20 per hour
- Performance-based bonus opportunities
Benefits
- Major medical
- Dental
- Vision
- Life insurance
- Long-term disability
- Free mental health support
- 401(k) with company match
- Paid holidays
- Vacation time
- Paid volunteer time
About the Company
- World Finance has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company.
- Since 1962, we have helped millions of customers meet their financial needs through personal loans, tax services, and credit-building solutions.
- With over 1,000 branches across 16 states, we are committed to serving the communities where we live and work.
Equal Opportunity
- It is the policy of World Acceptance Corporation to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law.
- Reasonable accommodations may be made unless they create an undue hardship to the Company.
- Physical and environmental requirements are representative of those needed to successfully perform the job.