Financial Services Representative (Part Time)

World Finance • Grants, NM

2d • Onsite

About The Position

The Financial Services Representative (Part Time) drives loan sales, manages past-due accounts, prepares individual 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 accountable for keeping accounts current while generating new business and meeting performance goals across sales, collections, tax services, and branch operations. The position offers opportunities for performance-based earnings and advancement.

World Finance has served customers since 1962 with 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 and a focus on serving local communities. Compensation is $16–$18 per hour, based on experience and location, plus performance-based bonus opportunities.

This is an office-based role requiring regular in-person attendance during scheduled work hours. The work includes frequent customer and coworker interaction, computer and document handling, and regular movement around the office. Occasional extended hours or weekend work, local travel to offsite locations and banks, and general office upkeep may be required. Physical activities may include walking, standing, bending, reaching, and occasionally lifting, pushing, or pulling office materials generally up to 30 pounds.

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 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 manage shifting priorities and deadlines with professionalism, adaptability, collaboration, and multitasking.
• Ability to occasionally lift, push, or pull office materials generally up to 30 pounds.

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.
• Attend work in person during scheduled hours and occasionally travel locally to offsite locations and banks as required.
• Assist with general office upkeep as needed.

Benefits

• 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.
• Performance-based bonus opportunities.
• Predictable schedules with a focus on time outside of work.
• Growth and advancement opportunities.

What This Job Offers

• Job Type: Part-time
• Education Level: High school or GED