Financial Services Representative (Part Time)

World Finance•Las Cruces, NM

13d•$16 - $18•Onsite

About The Position

The part-time Financial Services Representative (FSR) drives loan sales, manages past-due accounts, prepares individual tax returns, and works directly with customers to address their financial needs. The role includes daily, high-volume outbound calling for collections, application follow-up, tax services, and new business generation, as well as meeting with customers in person 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. Performance-based earnings and advancement opportunities are available. World Finance has served customers since 1962 through personal loans, tax services, and credit-building solutions. The company reports having more than 1,000 branches across 16 states and being recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company.

Requirements

High school diploma or equivalent.
Valid driver's license, reliable transportation, and current insurance.
Ability to independently complete required bank runs and transport 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 and accurate, consistent data entry.
Ability to perform computer work, handle documents, and communicate information effectively.
Ability to perform the role's physical activities, including occasional walking, standing, bending, reaching, and light lifting, pushing, or pulling of office materials generally up to 30 pounds.
Professionalism, adaptability, collaboration, and multitasking in a fast-paced environment with shifting priorities and deadlines.
Clear and professional communication with customers and coworkers in person, by phone, and electronically.

Nice To Haves

Background in banking, retail, restaurants, hospitality, collections, call centers, insurance, healthcare front office, or similar customer-facing roles.
Experience preparing tax returns is relevant to the role, though no prior experience requirement is specified.

Responsibilities

Drive and close loan sales by taking applications, explaining terms, and asking customers for the business.
Conduct substantial daily outbound 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 arranging payment plans.
Contact approved, pending, and former borrowers to generate loan volume and identify opportunities for additional financial products and services.
Prepare individual tax returns, gather and review 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 record activity in company systems.
Maintain accurate and compliant records, including timely credit denial letters and required tax documentation.
Handle and balance cash and complete 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.
Attend work in person during scheduled hours; assist with general office upkeep as needed.