Financial Services Representative (Part Time)

World Finance•Bloomfield, NM

12d•Onsite

About The Position

The Financial Services Representative (Part Time) drives loan sales, manages past-due accounts, prepares tax returns, and works directly with customers to meet their financial needs. The role includes daily high-volume outbound calling, in-person customer meetings, loan closing, and managing accounts to keep them current while generating new business. The position requires handling a fast-paced workload and challenging conversations while meeting goals across sales, collections, tax services, and branch operations. Compensation is $16–$18 per hour, based on experience and location, plus performance-based bonus opportunities; total earnings may increase with individual and branch performance. World Finance has operated since 1962, providing personal loans, tax services, and credit-building solutions. It has more than 1,000 branches across 16 states and has been recognized as a Top Workplace USA for six consecutive years and a Newsweek Most Trustworthy Company. The company describes opportunities for growth and advancement, a promote-from-within culture, community involvement, and predictable schedules focused on time outside work. This office-based role involves regular in-person attendance during scheduled hours, frequent customer and coworker interaction, and a combination of stationary work and movement around the office. Occasional extended hours or weekend work, local travel to offsite locations and banks, and general office upkeep may be required. The environment has standard lighting and noise levels and can be fast-paced, with shifting priorities and deadlines.

Requirements

High school diploma or equivalent.
Valid driver’s license, reliable transportation, and current insurance.
Ability to independently perform all 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 and accurate, consistent data entry.
Ability to communicate clearly and professionally in person, by phone, and electronically.
Ability to perform computer work, handle documents, and communicate information effectively.
Ability to occasionally walk, stand, bend, reach, and perform similar activities, and occasionally lift, push, or pull office materials generally weighing up to 30 pounds.
Professionalism, adaptability, collaboration, and multitasking in an 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 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 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 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.
Attend work in person during scheduled hours and, as required, travel locally to offsite locations and banks.
Help maintain a professional office environment as needed.