Financial Service Representative

World Finance•Roswell, NM

1d•Onsite

About The Position

The Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares tax returns, and works directly with customers to meet financial needs. The role includes daily outbound calling, high-volume collections activity, in-person customer meetings, and closing loans. The FSR is accountable for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and branch operations. Compensation is $16–$17 per hour, based on experience and location, plus performance-based bonus opportunities; total earnings can increase with individual and branch performance. World Finance describes opportunities for growth and advancement, a promote-from-within culture, performance-based earnings, and benefits for different stages of life. The company has operated since 1962 and provides personal loans, tax services, and credit-building solutions through more than 1,000 branches across 16 states. This is an office-based role with scheduled in-person attendance. The work includes customer interactions, computer and document handling, cash handling, and occasional travel to offsite locations and banks. Occasional extended hours or weekend work may be required based on business needs.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently perform required bank runs, including transporting deposits, without relying on non-employees for 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 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.
Regular in-person attendance during scheduled work hours.
Ability to perform computer work, handle documents, and communicate information effectively.
Ability to occasionally walk, stand, bend, reach, and perform similar activities; occasional light lifting, pushing, or pulling of office materials generally up to 30 pounds.
Ability to manage shifting priorities and deadlines with professionalism, adaptability, collaboration, and multitasking.
Ability to communicate clearly and professionally with customers and coworkers in person, by phone, and electronically.

Nice To Haves

Experience in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.

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 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, and tax-related documentation, and document 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.
May assist with general office upkeep to maintain a professional environment.