Financial Services Representative

World Finance • Denton, TX

1d • Onsite

About The Position

The Financial Services Representative drives loan sales, manages past-due accounts, prepares tax returns, and works directly with customers to address their financial needs. The role involves daily, high-volume outbound calling for collections, application follow-up, tax services, and new business generation; in-person customer meetings; and closing loans. The representative is responsible for keeping accounts current while generating new business and meeting performance expectations across sales, collections, tax preparation, and account management. The position requires handling a fast-paced workload and challenging conversations. Compensation is $16 per hour, based on experience and location, plus performance-based bonus opportunities. The role is temporary. Occasional extended hours or weekend work may be required based on business needs.

World Finance has served customers since 1962 through personal loans, tax services, and credit-building solutions. The company has over 1,000 branches across 16 states and describes a promote-from-within culture, growth opportunities, community involvement, and predictable schedules. The position is office-based and includes frequent customer interaction, regular movement around the office, occasional local travel to banks or other offsite locations, and possible general office upkeep.

Requirements

• High school diploma or equivalent.
• Valid driver’s license, reliable transportation, and current insurance.
• Ability to independently perform 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 communicate clearly and professionally in person, by phone, and electronically.
• Ability to perform a combination of stationary work and regular movement, including occasional walking, standing, bending, and reaching.
• Ability to occasionally lift, push, or pull office materials, generally up to 30 pounds.
• Ability to adapt, collaborate, multitask, and maintain professionalism in a fast-paced environment with shifting priorities and deadlines.

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 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 answer tax-related customer 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.
• Attend in person during scheduled work hours and, as needed, work occasional extended hours or weekends based on business needs.
• Travel locally to offsite locations and banks as required for business purposes.
• May assist with general office upkeep.

Benefits

• Performance-based bonus opportunities tied to individual and branch performance.
• Major medical insurance.
• Dental insurance.
• Vision insurance.
• Life insurance.
• Long-term disability coverage.
• Free mental health support.
• 401(k) with company match.
• Paid holidays.
• Vacation time.
• Paid volunteer time.
• Growth and advancement opportunities, including a promote-from-within culture.
• Predictable schedules with a focus on time outside work.

What This Job Offers

• Education Level: High school or GED